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Add your services and their prices ​

When you need this ​

You are setting up the clinic, or you start charging for something new: a consultation, a procedure, a dressing. Each thing you bill is an item with a name and a price. The front desk adds them to a check-in, and they print on the invoice and the receipt.

Before you start, decide whether your prices include VAT: see Preferences. It decides which price you type here.

Steps ​

Add a service:

  1. Open Setup in the menu. Under Lists, click Services.
  2. Click New Item.
  3. Under Product Information, type the Name, for example Consultation – GP. A Code is optional.
  4. Choose one or more Categories if you use them, and add a Description if you like.
  5. Under Pricing, type the price:
    • Selling Price (excl. VAT): VAT is added to this price.
    • Selling Price (incl. VAT): what the patient pays, VAT included. You see this one when Prices include VAT is on in Preferences.
  6. Click Save & View to open the new item, or Save & Add Another to add the next one straight away.

Change a price:

  1. Under Setup › Services, search for the item by name and click its row.
  2. Change the price under Pricing, then click Save.

The same list is under Items in the menu.

What you should see ​

  • Successfully saved (after Save & Add Another), or the new item's page (after Save & View).
  • The item in the Services list with its price and Code. The price column says whether it is (excl. VAT) or (incl. VAT).
  • The front desk finds the item by name when they check a patient in.

If something goes wrong ​

  • "Name is required!": type a name and save again.
  • "Price is required before this item can be sold on the POS or online.": type a price and save again.
  • The price on the invoice is higher than you typed: your prices are excl. VAT, so VAT is added. If you meant the price to include VAT, switch on Prices include VAT in Preferences and check your prices again.

A lab's tests get their prices on the test itself: see Set up the lab's tests. A lab adds its other charges here, such as venepuncture. A lab's form also has stock fields (Unit, Suppliers, Item Settings, Locations), which this page doesn't cover.

Agreed prices for a medical aid, a company or a partner are set separately, under Setup › Price lists.