मुख्य कंटेंट तक स्किप करें

Treatment packages

Track prepaid or planned multi-visit care: therapy sessions, dental sittings, dialysis cycles and follow-up visit packages.

Who can do this: package.manage; bill-linked creation also uses billing screens guarded by billing.read and billing.create. Where: Session Packages (/app/session-packages), create guide (/app/session-packages/create), quick package (/app/session-packages/create-quick), from bill (/app/session-packages/create-from-bill/:billId), details (/app/session-packages/:id).

Session Packages list with low balance alert and filters

Before you start​

  • Register the patient.
  • Add service prices in Services.
  • For bill-linked packages, create and collect payment first.
  • Choose the package type before saving.

Package types​

TypeUse it forKey fields
Therapy sessionsOT, PT, speech, counselling and rehab packs.Sessions, session price, low-balance threshold.
Dental treatment planRCT, crown, implant, orthodontic or other multi-sitting plans.Sittings, procedures, FDI teeth, cost, cancelled flag.
Dialysis cycleHD, HDF or PD care cycles.Modality, sessions per week, access, dry weight, cycle start.
Visit packageDermatology, nutrition, general OPD and follow-up programmes.Visits, price and purpose.

Find packages​

  1. Open Session Packages. Result: Package cards appear.
  2. Search by patient name or package number. Result: Matching cards remain.
  3. Filter by All Status, Active, Completed, Expired or Cancelled. Result: The list changes.
  4. Click a card. Result: Package details open.

Low-balance alerts​

  1. Review the yellow low-balance alert. Result: Patients with few remaining units are listed.
  2. Click Notify via WhatsApp. Result: Alerts are sent when not already sent today.
  3. Dismiss a warning when more units are not needed. Result: The warning is removed from the list.

Create from a paid bill​

  1. Click Create Package. Result: The guide opens.
  2. Click Create New Bill or Go to Existing Bills. Result: Billing opens.
  3. Create the bill with matching therapy, dental, dialysis or visit package items and confirm payment. Result: The paid bill can create a package.
  4. Click Create Session Package from the bill or print page. Result: /app/session-packages/create-from-bill/:billId opens.
  5. Select the eligible bill item if asked. Result: Service, units and price are filled.
  6. Review threshold, validity and notes, then save. Result: The package is linked to the bill.
tip

Bill-linked packages keep accounting clean because the package points back to the paid bill and bill item.

Create a quick package​

  1. From the guide, click Create without a bill. Result: Quick package opens.
  2. Select the patient. Result: Contact details fill in.
  3. Choose Package type if shown. Result: Type-specific fields appear.
  4. Enter service, units, price, discount, payment method, transaction ID if needed, low-balance threshold and validity. Result: Totals are calculated.
  5. Save. Result: Package details open.

Dental sittings​

  1. Choose Dental treatment plan. Result: Planned sittings appears.
  2. Enter Procedure and Teeth (FDI) such as 36, 46. Result: Tooth numbers are validated.
  3. Enter Cost (?) for each sitting. Result: Billable sittings and total are summarised.
  4. Tick Cancelled for a sitting that should not count. Result: It is excluded from totals.
  5. Click Add sitting as needed. Result: Another sitting is added.

Record usage​

  1. Open package details. Result: Progress and history are visible.
  2. Click Record Session, Record Sitting or Record Visit. Result: The record form opens.
  3. For dental, choose Sitting to complete. Result: The planned sitting is marked complete.
  4. Save. Result: Completed count increases and remaining count decreases.

Troubleshooting​

Problem / messageWhat it meansWhat to do
?Failed to load session packages?List request failed.Refresh and retry.
?This bill does not contain any Therapy/Session items. Only bills with therapy services can create session packages.?No eligible legacy therapy bill item.Add a matching bill item or use quick create.
?All therapy items in this bill already have session packages.?Every eligible bill item is already linked.Open the existing package.
?Bill must be finalized before creating a package?Bill is not ready.Finalize or collect payment.
?Session package total ? exceeds item amount ??Package value is above selected bill item.Reduce sessions or price.
?Select a patient before creating the package.?No patient selected.Select a patient.
?Unknown tooth number(s): ??Invalid FDI notation.Use values like 11 to 48 or 51 to 85.
?Every sitting needs at least one procedure.?Dental sitting lacks a procedure.Enter or remove it.
?Transaction ID is required for UPI payments.?Non-cash reference missing.Enter UTR or reference.