Products and Services

Everything the clinic sells or administers lives in one catalogue: products, medications and services. Treatments, prescriptions and invoice lines all pick from it rather than accepting free text.

That makes this an early setup step. Until the catalogue has something in it, a visit cannot record a treatment and an invoice cannot have a line.

Start Here

Set up products and services covers the whole form — the three types, categories, prices, stock tracking, and the switch that decides whether an item can be used on a medical record.

Guides in This Section

Guide	What it answers
Set up products and services	The three item types, required fields, pricing, stock tracking, and why an item might not appear when recording a treatment

Worth Knowing First

• At least one category is required on every item. Agree on your categories before entering a few hundred products.
• Only items marked for medical records appear in the treatment and prescription pickers. This is the usual reason a product cannot be found on a visit.
• Stock moves on its own. Invoicing a product and recording it as a treatment both deduct it; you do not adjust quantities by hand for ordinary work.

Related

• Record a treatment — where the catalogue reaches a patient
• Create an invoice — selling from it
• Billing — invoices and payments