Your clinic can charge different prices for the same product, depending on which contact or insurance provider the patient has as their payer.
Note: To set up contract pricing you must have a role assigned to you that gives you editing permissions for Products. For more information roles, see here.
In this article:
Requirements
Before you set up a product to have contract pricing, you must have at least one external contact or insurance provider created in Semble. For information on how to do this, see here.
Set up a product with contract pricing
You can set up a product with contract pricing from the Products page:
1. Select the product that you want to set up contract pricing with.
2. Click the edit icon in the top right-hand corner.
3. Scroll down to the Contracts section, and click Add contract pricing.
4. Select the external contacts or insurance providers who you want to set up different pricing for, with the Contact dropdown menu.
5. Enter the price that you want your clinic to charge the contact(s) for the product.
6. Click the tick icon to confirm.
7. Click Save at the top of the screen.
You must now link the contact with the patient. See below for more information.
Link a patient with contract pricing
Before you link a patient with contract pricing, you must first set up a product with contract pricing.
You can link a patient with contract pricing from the Patients page:
1. Select the patient who you want to link contract pricing to.
2. Click the edit icon in the top right-hand corner.
3. Scroll down to the Relationships and emergency contacts section, and click Add relationship.
4. Fill in the details in the Add relationship box.
Relationship type: Select either Insurance provider or Paying account.
Patient or contact name: Select the external contact or insurance provider who you have set up contract pricing with
Policy number and authorisation code: If you selected Insurance provider as your relationship type, you must enter the patient's policy number and authorisation code.
5. Click Add relationship.
6. Click Save at the top of the screen.
When you now create an invoice, you can charge the patient the amount that their insurance provider or payer charges, when you create the invoice.
For more information on how to create an invoice, see here.
Delete contract pricing from a product
You can remove contract pricing from a product at any time from the Products page:
1. Select the product that you want to remove contract pricing from.
2. Click the edit icon in the top right-hand corner.
3. Scroll down to the Contracts section.
4. Select the more options icon next to the contact who you want to remove.
5. Click Delete.
6. Click Delete to confirm.
The contract pricing is removed from the product. Your clinic will no longer be able to charge a different price for that product based on that external contact or insurance provider.