Bundles

Bundles are a group of products and services that are commonly used together when you treat your patients. They help ensure consistent treatment for your patients, as well as consistent payments for those treatments.

To get to ‘Bundles,’ click ‘Admin’ and then ‘Products.’ From there, click on the ‘Bundles’ tab.

When you’re here, you can:

  • Search for bundles

  • Sort bundles

  • Add a new bundle

  • Edit a bundle

Search for Bundles

To search for a bundle, type its name into the search bar at the top left of the screen. The list below will automatically filter to results that have the text you’ve typed in.

Sort Bundles

You can sort bundles a few ways:

  • Name

  • Last modification date

  • Creator

To sort your bundles list, click the arrows to the right of the ‘Name,’ ‘Last Modified,’ or ‘Created By,’ columns. Results will sort chronologically or alphabetically.

Add a New Bundle

To add a new bundle, click the ‘Add New’ button on the right side of the screen.

Tip: you can also add a bundle on the fly from when you create an estimate.

Bundles are pretty simple to make. All you need is:

  • A name describing what kind of treatment the bundle is used for

  • A product—although there should usually be at least two products in a bundle (there’s no limit to the products you can put in a bundle.

To add products to the bundle

  1. Click on ‘Add Product’

  2. Start typing the name of the product you want to add

  3. Click on the product (or press ‘Enter’ if the product is highlighted)

  4. Repeat for all other products you want to add to the bundle.

For each product, you’ll also be able to add a minimum and maximum quantity, so the estimate can have a high and a low range.

Edit a Bundle

Editing a bundle allows you to:

  • Change the bundle’s name

  • Add products

  • Remove products

  • Change the maximum/minimum product quantities

  • Delete the bundle

Note: after making your edits, be sure to hit ‘Save’ at the bottom of the screen.

Changing A Bundle’s Name

To change the bundle’s name, click into the ‘Name’ field and update it to your liking

Adding Products to a Bundle

To add a product to a bundle:

  1. Click on ‘Add Product’

  2. Start typing the name of the product you want to add

  3. Click on the product (or press ‘Enter’ if the product is highlighted)

  4. Repeat for all other products you want to add to the bundle.

Removing Products from a Bundle

To remove a product from a bundle, click the ‘remove’ icon (red circle with a white dash through it).

Changing the Minimum or Maximum Values of a Product in a Bundle

To change the minimum or maximum values of a product in a bundle, you can either:

  • Click into the quantity box and manually enter the quantity

  • Use the arrows on the right side of each quantity box to increase or decrease the amount

Deleting a Bundle

To delete a bundle, click on the red ‘Delete’ button in the upper right corner of the screen.

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