Learn how to create and manage services for telehealth appointments, including details on naming, item numbers, pricing, and categories.
Follow these steps to add telehealth services to your Zanda account:
- Go to Settings > Billing > Services.
- Click Add New Service.
- Add the details of your the service as required and click Save. Your new service will now be available to use on invoices.
☑️ Tips when entering details for new services:
✔️ Name: If available, use a service name that will be understood by the Client, Private Health Insurers or Medicare (AU) (if applicable)
✔️ Item Number / Code: Ensure you use the correct item number/service code required by the insurance company you will bill
✔️ Description: This content is not critical but it can be helpful to provide a more complete description of the service.
✔️ Tax: Select appropriate tax type if applicable. In most countries, health services are Tax exempt.
✔️ Cost: This is not required. If you wish to record the cost to the practice of providing the service, this can be included here.
✔️ Price: This is the price you are charging by default for this service and is the amount that will show on invoices.
❇️ In Australia and Bulk Billing? Enter the Bulk Bill amount that Medicare will pay for this service.
✔️Category: Not required, but helpful. If you have a lot of services, you can add categories to help organise them. (To add Categories go to Settings > Billing > Saleable Categories)
✔️ Portal Deposit: Use this if you'd like clients to pay a deposit when booking online.