If your client has purchased a Package of sessions in another EMR/EHR, you can transfer credit for the remaining sessions by following the instructions below.
To credit clients for pre-paid Packages with remaining sessions:
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Create a Package: In My Practice > My Services, create a Package with a cost of $0.00 and ensure it is set to Private to prevent new clients from purchasing it.
- After saving the Package, it will appear at the bottom of your My Services page.
- Click the Create for client button to manually book a Package for a client.
- Select the client and modify the Package details as needed.
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Add sessions to this Package to specify the service type and the number of remaining sessions.
- Click Save to share the package with your client, enabling them to book their remaining sessions.
Once the Package is created for the client, they will receive an email confirmation that their Package is available.
From the email or Client Portal, your client can book sessions using this Package without requiring payment.