Passes make it easy for Patients to pay in advance for multiple Services or Classes. You can create and sell two types of passes:
- Passes for a number of sessions/classes.
- Passes for a duration (e.g. subscription) with unlimited redemption for a period of time.
This article explains how to create and configure Passes.
1. Go to Setup.
2. Click Passes under Items.
3. Click Create Pass at the bottom right of the page.
4. Set the Status as Active.
5. Add a Pass Code to be shown as the item code on invoices.
6. Add a Name and a Description to the Pass. The more specific the better.
Important!
It is recommended to use a very specific Name for the Passes to avoid confusion as these will be shown in the list of items to add to an invoice with all the other services/classes/inventory items. E.g. 10 sessions of <Name of Service/Class>
7. Select for which Location this Pass can be purchased (The Pass can be redeemed in any Location but purchased at a specific Location only).
8. Select the Type of Pass.
9. For a Sessions type of Pass, select a Number of Sessions, whether you want a pass to Expire (optional), and if you want the Pass to become Inactive on expiry.
Or, for a Subscription type of Pass, select a Duration. This pass allows unlimited redemption during the period of validity.
10. Set the total Price of the Pass.
11. Set the Nominal Value of a single redemption of the Pass.
Important!
The Nominal Value will be shown in Reports such as Activity Report as the amount that has been "invoiced" or "generated" by the Service/Class. If the Nominal Value is lower than the Service/Class fee, there will be a warning displayed when the pass is used. This is to ensure that it is suitable to pay the Service/Class with the selected Pass.
12. Select if Tax is applicable on the Pass.
13. Tick the Decrement Cancellations box if the pass should be debited by cancellations.
14. Once the necessary information has been entered, click Save on the bottom right of the page.
The Pass will be displayed in the list of Passes.
Important!
If the Pass is no longer used, disable the Pass by setting its status to Inactive. To maintain historical accuracy, Passes cannot be deleted.14. Once the necessary information has been entered, click Save on the bottom right of the page.
Creating Passes for the Patient Portal
Important!
The Patient Portal is available to enable via the Billing page under Add-ons.
Contact support@nookal.com for more information.
Passes can be made available for purchase via the Patient Portal. These Passes can be redeemed for specific Services or Classes.
1. To make a Pass available for purchase via the Patient Portal, enable the Include Pass option in the Patient Portal section.
2. In the Services covered dropdown, select All Services, Specific Services or No Services. The Pass will only be available for redemption in the Patient Portal for the selected Services.
If Specific Services is selected, select the relevant Services from the dropdown menu.
3. In the Classes covered section, select All Classes, Specific Classes or No Classes. The Pass will only be available for redemption in the Patient Portal for the selected Classes.
If Specific Classes is selected, select the relevant Classes from the dropdown menu.
4. Click Save.