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Classic: Selling a Treatment Package

  • Click on the Receipt tab

  • Click the New button

  • Click on the magnifying glass to select the patient

  • In the popup, search for a patient or select a patient from the Recently Viewed Contacts

  • Click Save on the new receipt

  • On the receipt details page, click the New Product Line Item button

  • Click the Product magnifying glass

  • Select the Treatment Package

  • Click the Credit Account checkbox

  • Click Save

  • Take payment. Do not add more products or treatments to the receipt.

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