Adding additional products during an appointment is a comprehensive solution for including services or products that are not part of the standard treatment and allows for accurate and detailed billing after the fact.

This ensures that all services and products offered during the appointment can be correctly recorded and invoiced.

The following is a step-by-step description of how to create additional products and how to make an appointment.

In both cases, you can watch an explanatory video for a better understanding.

How to create additional products?

Steps to follow

Remember that you must take out at least one insurance policy, otherwise you will not be able to have the operation.

1. Go to the “Configuration” section.
2. Click on the “Edit additional products” button.
3. Then click on the “Add package” button and you will be redirected to a form.
4. Click on the “Name” field and enter the name of the package.
5. Click on the “Tariff no.” field and enter the value.
6. Click on the “Products” drop-down menu and select the relevant products.
7. Finally, click on the “Save” button.

Explanatory video

The video is subtitled in English by default. You can change this to the language of your choice in the video settings.

How can I view the file of an appointment?

Steps to follow

1. Go to the “Calendar” section.
2. Select the desired date by clicking on it.
3. Then click on the “Fill in” button to open the corresponding card.
4. In the tab, you can perform actions such as

• Add treatments (previously created).
• Add additional products (previously created).
• Add warnings.
• Add observations.
• Add syndrome.
• Add Western diagnoses (previously created).
• Upload files.
• Add general diagnoses.
• Use various tools to supplement the diagnosis:
  1. Tongue
  2. Pulse
  3. Acupuncture
  4. Information on
  5. Recommendations

Explanatory video

The video is subtitled in English by default. You can change this to the language of your choice in the video settings.