Configuring categories and services within your SPC. Go to your left hand navigation menu, scroll down to configuration, and we’re first going to select categories list. You can see we have dozens in here. Now, yours will look different because this is the SPC play sandbox that we allow clients to use and practice in, and yours may have a little bit less, a little bit more, it entirely depends on your practice.
But as you can see here in our categories list we have very broad categories and there are two different types. We have a parent category such as body, breast, et cetera, and we have child categories and this a little bit more descriptive. So under body, for example, we have abdominoplasty and liposuction. These two are a little more specific so these are considered child categories.
We’re going to go ahead and create a new category here in a moment. Our services also have a similar format. There is a parent service and a child service. Now, let’s go ahead and take a look at those services. So come to your left hand navigation menu and select services list.
Here we can see all of the services that we have added to this SBC play sandbox. You could see some with a little arrow to the left of the name, and these are the child services that are just under the parent service. So again, the parent service is a little bit more broad while the child service is more specific.
Now, let’s get into it. Let’s come back to our categories list through the left hand navigation menu and let’s create a new category. So select new category in the top right. Let’s name this parent category as laser. And as I said, this is a parent category. So if we click on this field right below, we can see all of the parent categories that have been added. I’m going to leave this as is because this is, in fact, a parent category.
Our third step is to select a product or a service. So what is this? These are all going to be services, so I’m going to go ahead and change this from product to service, and then click on save. Now, we can add a description here if you would like to, but for the sake of practice, I’m going to go ahead and just click on save. This will direct us to this page here as a little bit of a confirmation, but it’s going to give us more details about this parent category.
If I scroll down, I’ll be able to see laser has been added as a parent category. And let’s go ahead and add a child category now. So again, we’re going to come up to the top right and click on new category. We’re going to name this laser hair removal. So again, a little bit more specific than just the laser. So, as you’ll notice, every category that we are creating is in all caps. So this will just help differentiate the categories from the services.
And we’re going to assign a parent category. So this child category is going to fall under laser and this also is a service, not a product. So let’s change this from products to service. Again, we can add a description but don’t need to. And let’s select save down here at the bottom. Again, it’s going to give us a confirmation screen. So a little bit more details about the laser hair removal child service that we just added. We’ll be able to see all of the related services or products.
It’s going to have a total here. So as we add those services or products in the service list or product list, the number of those will populate here. We can see that this as a service, not a product, and laser hair removal falls under laser.
Right? So now let’s jump back to our categories list. We can see what this looks like here. Our laser and under laser we have laser/laser hair removal.
Our next step is to create a service that falls under our new categories that we just made. So let’s come to our left hand navigation menu and let’s select services list to create a new service. To do so, click on new service in the top right hand corner. We’re going to name this service laser hair removal, but we’re only capitalizing the first character of each word. So it sounds fairly repetitive, but it will actually help us with differentiation.
Let’s select our category. In this case we’re going to select the category that we just made, which is laser, dash, laser hair removal. We can choose a billing group and a related webpage. Is this a parent service? Yes, because we’re going to add child services under this, so this one’s more broad, and as you can see as we scroll down, we can add a specific price or a price range.
Now, parent services will most often have different ranges, so in this case, well go ahead and fill that in. Our estimated price minimum is $25 while our estimated price maximum is roughly 3,200. Now, we can opt to show this in the procedure list. Do make sure that this says yes because we want this to appear whenever we’re assigning patient revenue, whether estimated or actual.
Edit price in-line. Now, this is up to you when creating bills, and quotes, and assigning revenue. You can go ahead and type it in or also it will be pre-populated for you.
Mark if this is an outside fee or not, and then can earn points, I recommend that you do keep this on. Now, that we’re all done. Let’s scroll on down and click on save.
It’s going to bring us back to the top, or we can select back to services. Beautiful. Now, if I scroll down, I’ll be able to see that we just added our laser hair removal parent service, and we don’t have any child services under it yet. So let’s go ahead and create one.
So click on new service again. Type in the service name. Let’s write LHR-Lip. We’re going to add our category again, which is laser, dash, laser hair removal. Our billing group looks fine. Related web page, we do not need to add, this is not a parent service, so let’s uncheck this, and choose laser hair removal as our parent service.
Now, we have the option to add a specific price. One treatment for lip laser hair removal is $35. In this case, it is not taxable. So I’m keeping this off. If it was taxable, I can simply click this on and choose my tax rate right below.
Edit price in-line will allow you to, again, edit this price when assigning revenue. I’m turning my edit in-line off because this is a static price for me. If someone gave a discount, I want to know what the discount was for and I want to know more detail, which I’ve already configured in my billing setup.
Is this an outside fee? In this case it is not, so I’m keeping that unchecked. Can earn points, I’m keeping this checked as well. I can add a description, a summary, and staff notes. And click on save whenever you’re done.
It’s going to bring you to the top of this page and just select back to services in the top right again. Now, if we scroll down, we’ll be able to see our laser hair removal and the lip child service that we just added.
Alternatively, I can come to the top and filter by category. So in this case, let’s go ahead and choose the laser and I’ll only be able to see my laser services, both parent and child service, so we can see the ones that we just added, laser hair removal, as well as LHR-Lip. And that’s how we configure both categories and services.