We are excited to release our new session pack system.
It's a complete rewrite from the ground up and incorporates the literally hundreds of ideas and suggestions that we have received for this feature.
The aim has been to make packs more flexible and able to be used for tracking prepaid and pay-as-you-go sessions, as well as session and time based referrals and even insurance authorisations.
Session Pack Templates
These are used to create new Session Packs for clients. To create a new template:
Viewing the Session Packs for a client
From here you can view and edit the details of existing packs, and add a new pack for this client.
Creating a new Session Pack for a client
There are 3 ways to make a new Session Pack for a Client (1) From the client's Pack view (2) From an Appointment (3) From an Invoice:
(1) From the client's Pack view
(2) From an Appointment
(3) From an Invoice
Packs can also be optionally created automatically when one expired. This is a configurable setting in the template.
Using an open session pack in an appointment or invoice
When editing an appointment or invoice, you'll now see any existing active session packs for the client appearing in the drop down list under 'Open Session Packs' where previously you'd only see the services in this list.
If you don't see your pack there, then it's expired, or has been used up. View the details of all the sessions allocated to the pack in the Client Details area, 'Packs' tab.
Working with Session based Referrals
When you receive a new referral from a referrer, or authorisation from an insurer for a certain number of sessions within a timeframe you can now use the session pack system to track and monitor this.
To do this, simply create a new pack a new pack for the client by going into their client details area and clicking on the 'Packs' tab. If you have common types of authorisations, then you can create a template so the settings are already configured.
We hope you enjoy these new features. As always we'd love to hear your feedback or questions.