Work sequence
Check bills and courses purchased by customers.
Open the patient's bill to check the course, quantity, and value sold. Separate the paid amount from the outstanding amount before viewing service rights. Because the day of receiving money and the day of using the course may be different.
Compare the units used with the remaining units.
Open the relevant course and compare all units with remaining units. Hypothetical example: Course starts at 10 units, uses 3 units, and leaves 7 units to review.
Check service providers, compensation, and materials.
Check service providers, assistants, compensation rates. and materials specified for that use Then open the history after recording so that the team can review the same items.
Things that should be checked before continuing work.
Bill and course that match. Units used and remaining Service provider history and conditions of compensation or related materials
Conditions that must be checked according to the clinic.
Units, shared usage, provider fee rules, payments, cancellation terms and cross-branch workflows must fit your clinic’s actual work.
Scope of the sample
Example of beauty clinic course work using fictitious data. Must check the actual service unit, payment acceptance, and conditions used by the clinic.
Frequently asked questions
Are the amount and remaining units the same number?
Money related to bills and payments. As for the unit regarding service rights You have to check different corners and then connect them with the same item.
How should I check for multiple courses with the same name?
Check the patient's bill and course list item by item. with date and history of use Don't conclude from the name alone.