Manage services, products, and service packs

The Catalog contains the services, products, and service packs that can be added to visits and patient charges.

How to add or edit a catalog item

1. Open Catalog and choose Services, Products, or Service packs.
2. Select New service, New product, or New pack, or select an item from the directory to edit it.
3. Complete the details requested by the form, such as the name, specialty, duration, price, VAT, IRPF, or expiration conditions.
4. Select Save.

How to deactivate or restore an item

1. Open the item from its directory.
2. Select Deactivate and confirm the action.
3. To bring it back, open the corresponding inactive directory and select Restore or Activate.

How to manage patient service packs

1. Open the patient profile and select Service packs.
2. Select Add Pack and choose an available pack.
3. Enter the booking date and applicable professional or specialty, then save.
4. Open the acquired pack to review sessions, rates, charge status, invoice status, sharing, or expiration date.

Important information

Deactivated catalog items are kept in their inactive directories. A patient service pack cannot be deleted when it is invoiced or when discounts have been applied; resolve the related invoice or discounts first.

Troubleshooting

• If a service, product, or pack does not appear when adding it to a visit, verify that it is active and compatible with the selected specialty.
• If no packs are available, check the selected patient and specialty.

Related

• Record visits, charges, and visit documents
• Manage patient records