Steps

Enable Billing/Scheduling

Configure Tax Rate

Configure Billing Providers

Configure Billing Location

Configure Calendar (Categories/Services/Appointments)

1. Go into General Settings (Enable Billing /Calendar Settings) and Save.

1. Go to Configuration/Billing Set-up to set-up tax rate
   1. Note on tax rate – this may be 0% and fake name as is necessary to set-up the location

1. Billing/Providers – Add billing providers that will need calendars (billing providers must be pre-existing contacts in your SPC)

1. Location – Utilize information on website (contact us page) or Help Desk. 
   1. Use the tracking phone number as the contact phone number and the contact email address (under general settings) unless client request different.
   2. Additional Information – only field necessary is tax rate.
   3. Location – make sure to change to office.  It will default to hospital.
   4. Hours – this can be entered later.

1. Set-up Categories (Configuration/Category list)
   1. Type the name of the category in all caps.
   2. Copy categories from website (unless clients provide list)
   3. Parent Category would be main navigation (Body, Breast), child category (Liposuction, Tummy Tuck) would be drop downs or sub-menus.

1. Create Services (Configuration/Services)
   1. Parent Services should match child categories (Breast Aug)

1. Parent Services will have revenue range set to yes (fill in range if client provides) that will display on estimated revenue on contact screen.
2. If client is only using calendar, there is no need to add child services.

1. Configuring your calendar (Configuration/ Calendar)

1. Calendar (each person that needs a calendar)
2. Resources (all the rooms in the office where patients can be present)
3. Appointment Types 
4. Group Views (group similar types together)

Calendar

1. Start with Calendar
   1. Each provider has to have a billing provider attached.

1. Who sees patients in your practice/who needs calendar? Injector, Coordinator (pre-ops), Imaging machine. If they have rooms with specific piece of equipment, can’t double book, i.e., Coolsculpting.  They will want to separate calendar for this.
2. Resources
   1. Resources – these are your rooms (Reception room, exam room 1, 2 and 3, Coolsculpting1)
   2. On the calendar when the patient is checked in, you can see what room they are in
   3. Setting up for future feature of room manager (how long have they been waiting)

1. Group Views
   1. Sometimes you have a lot of different aestheticians. Even though in the calendar you can see a staff view, you can link similar items together, i.e., Medspa, OR or consult 
   2. Note – Staff view will be default

Sample Group View

1. Setting up appointment types
   1. Remember, you have the ability to attach service types to every appointment, so you don’t need to create appointment types for each item (i.e., NP – Breast Augmentation Consultation)
   2. Set-up as many appointment types as you use
   3. The only appointment types that have automation are consult, procedure, treatment and minor procedure.
   4. You can only have 20 appointment types.
   5. Use Block as catch all for out of office.

Remember, if they are not using the Billing functions, disable Billing in Organization/General Settings.