Package Billing
Assign treatment packages to patients, track sessions, and bill per-session for insurance
Overview
Package billing in SehaFile handles treatment packages that include multiple sessions at a discounted price. Clinics define packages (e.g., "10 Physiotherapy Sessions" or "Dental Whitening Package"), assign them to patients, and track session usage. For insured patients, the system supports per-session invoicing where each session generates an individual insurance-aware invoice for proper claims processing.
Creating a Treatment Package
- Navigate to Packages: Go to Settings > Treatment Packages from the sidebar.
- Click + New Package: Click the + New Package button.
- Fill Package Details:
- Name (Arabic) - Package name in Arabic (e.g., "باقة العلاج الطبيعي - 10 جلسات")
- Name (English) - Optional English name
- Description - What the package includes
- Services - List of services included
- Total Price - Full price without discount
- Discounted Price - Actual price the patient pays
- Sessions Count - Number of sessions included
- Validity Days - How many days the package is valid from purchase (default: 90)
- Save: Click Create Package.
Assigning a Package to a Patient
- Navigate to Patient Packages: Open the patient's profile or go to Settings > Patient Packages.
- Click Assign Package: Click + Assign Package.
- Select Package: Choose from active packages.
- Enter Amount Paid: The upfront amount collected.
- Select Billing Mode:
- Self Pay - Patient pays everything upfront, no per-session invoicing
- Insurance - Each session generates an insurance-aware invoice
- Mixed - Combination of self-pay and insurance billing
- Insurance Company (for insurance mode): Select the insurance company if billing mode is "insurance".
- Confirm: Click Assign. The system creates a patient package record with:
- Purchase date (today)
- Expiry date (purchase + validity_days)
- Total sessions from the package
- Used sessions = 0
- Status = "active"
Using a Session
- Open Patient Packages: Navigate to the patient's package list.
- Click Use Session: Click Use Session (استخدام جلسة) on the active package.
- System Actions:
- Increments used_sessions by 1
- If used_sessions = total_sessions, status changes to "completed"
- For insurance/mixed billing modes: generates a per-session invoice with the session price (discounted_price / total_sessions) and runs it through insurance coverage calculation
Tip: For insurance billing mode, each session generates its own invoice. This allows proper per-service insurance claims rather than one lump-sum claim for the entire package.
Warning: Once all sessions are used, the package status becomes "completed" and no more sessions can be recorded. If the patient needs additional sessions, assign a new package.
Warning: Packages have an expiry date. After the validity period expires, remaining unused sessions cannot be claimed. Monitor expiring packages proactively.
Package assignment form showing billing mode options, and patient package view with session counter and use session button
Frequently Asked Questions
How is the per-session price calculated?
Per-session price = discounted_price / total_sessions. For example, a 10-session package at 2000 EGP discounted results in 200 EGP per session invoice.
Can I deactivate a package template?
Yes. Go to Settings > Treatment Packages and click Deactivate. This prevents new assignments but does not affect already-assigned patient packages.
What billing mode should I use for insured patients?
Use "insurance" mode when you want to claim each session individually from the insurer. Use "self_pay" if the patient paid the full package upfront and insurance is not involved.
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