Clinic price list and treatment packages in CRM

What a clinic price list in CRM is and why you need it

A price list in CRM is a single service catalog that supplies prices for appointments, charges and payments. The front desk doesn't have to remember a price or dig through a PDF. They pick the service, and the right amount for that branch lands in the patient record.

In 95sales CRM, the catalog is organized like this:

• Categories — for example, Consultations, Diagnostics, Procedures, Massage.
• Units — session, procedure, day, area, and so on.
• Codes — handy if you already have service codes from a paper price list or a previous system.
• Prices by branch — the same service can cost different amounts at different locations.

With the price list in the CRM, a manager changes a price in one place, and everyone works with the new price right away.

How treatment packages work

A treatment package is a bundle of sessions the patient pays for once. In the CRM, a package creates one charge for the full amount and a session counter. After each visit, the counter goes down, and the patient record shows how many sessions are done and how many are left.

Say a patient buys a package of 10 massage sessions. Without a CRM, the front desk tracks visits in a notebook or spreadsheet, and a month later nobody is sure whether this is session eight or nine. In the CRM, each completed session is logged against the package, and the Arrived mark in appointments records the visit itself.

Prices by branch: one group, different prices

If you run several locations, the same service can cost different amounts: more downtown, less in the suburbs. In 95sales CRM, you can set a price for each branch on every price list item. When a patient is booked at a specific location, the CRM uses that location's price.

This matters for reporting too: revenue for each branch is calculated at actual prices, not an "average." More on running several locations: multiple branches and holding. On the profit of each location: finance and P&L.

Import the price list from Excel and export it back

You don't have to type the price list in by hand. The CRM accepts an Excel or CSV file, as well as a OneBox export in cp1251 encoding. You can export the price list back to Excel, for example to send to your accountant or print for the front desk.

How to get started: 5 steps

1. Put your current price list into Excel: name, category, unit, code, price (one column per branch if prices differ).
2. Upload the file to the CRM catalog or send it to us. At launch, the 95sales team handles data migration.
3. Check categories and branch prices, and fix anything right in the catalog.
4. Create packages for services you sell as bundles and set the number of sessions.
5. Start booking patients. When a visit is marked Arrived, single services are charged and package sessions come off the counter.

Who it's for

• Aesthetic clinics and cosmetology — procedures are almost always sold as packages, and patients want to know how many sessions they have left.
• Multi-specialty medical centers — a large price list with categories by specialty and different prices at each branch.
• Rehab centers — packages of exercise therapy, massage and physical therapy for outpatients.
• Clinic groups — one catalog for the whole group, with prices for each location.

What connects to the price list and packages

The price list powers several parts of the CRM:

• Appointments — marking a visit as Arrived creates a charge at the price list price, and the doctor's percentage of their services is calculated.
• Payments and debts — a package charge goes straight into receivables until the patient pays.
• Patient records — all of one person's services, packages and payments on one screen.
• Analytics — average ticket and revenue per specialist are calculated from actual charges.