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How can clinics set up a service catalog that flows from booking to invoice?

Quick Answer

A service catalog defines every service a clinic performs — consultations, treatments, procedures, and tests — once, with its duration, tax rules, and prices. Linking each service to its appointment types means the correct item and price pre-populate the invoice automatically when a visit is completed. Defining service...

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A service catalog defines every service a clinic performs — consultations, treatments, procedures, and tests — once, with its duration, tax rules, and prices. Linking each service to its appointment types means the correct item and price pre-populate the invoice automatically when a visit is completed. Defining services once, in one place, keeps pricing consistent across appointments, packages, and reports, and removes the manual price lookups that cause billing errors.

MedicalMet calls this Billable Items. Define each service once, attach self-pay, insurance-panel, corporate, and government-scheme prices, and tie it to appointment types so it appears on the invoice the moment the visit ends. Billable items are also the building blocks of prepaid packages — update a price once and it flows everywhere. See medicalmet.com/features/billable-items.

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