Record services rendered
Log each exam, vaccine, medication, or procedure on a visit — these are both the medical record and the bill.
A service rendered is one thing you did during a visit. Each line carries a price and your notes, so the services on a visit are both its clinical record and the source of its bill — there's no separate notes file to keep.
Prerequisites: an in-progress visit. Your service catalog makes this faster.
Steps
- On the visit, click Add service.
- Pick where it comes from:
- A catalog service — search your service catalog. The name, price, and any note templates fill in automatically.
- A bundle — add a saved group of services in one click.
- An inventory item — dispense a medication or supply (see Dispense inventory).
- A custom one-off — type a description for something not in your catalog.
- Set the quantity and adjust the price if this one differs.
- Add clinical notes — internal and/or client (see Clinical notes).
- Click to add it. Repeat for everything you did.
Services are listed grouped by category, then by name, so a long visit stays organized.
You'll know it worked when…
Each service appears on the visit with its quantity and price, and the visit's running total reflects them.
Tip: Recently used services appear first in the picker, so the things you do every day are one tap away.