This article explains how to transfer credit for remaining sessions from a pre-paid Package purchased in another EMR/EHR. It guides users to create a $0.00 private Package in "My Practice My Services," manually assign it to the client, add the remaining sessions, and save. Clients then receive email confirmation and can book sessions without payment via email or Client Portal.
Credit Clients for Prepaid External 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.
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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.