The following fields in yellow are required to add a service in emily.

Service Name – This is what you want to formally name your service

Invoice Service Name – This is what you want patients to see as a service name on their invoice or for online booking. Normally these two are the same but sometimes you may want to differentiate.

Type – This is to categorize the service and is required to indicate what general category the service belongs to so we can understand which services are most important to you and your clinic.

Template – Select one of 4 templates here if applicable. 

• Injections – this will automatically display the injectable template for toxins and fillers when this service is scheduled and available for charting.
• CoolSculpting – Select this if the Service is CoolSculpting
• CoolTone – Select this if the Service is CoolTone.
• Deoxycholate – Select this if the Service is for Kybella/Belkyra

Default Duration – This is required to schedule any service but can be modified before the chart is closed and locked.

Other fields that are not mandatory:

Service Colour – choose what the service colour is on the schedule and elsewhere in the system for easy identification

Service Icon – This icon displays in the chart when you have a treatment template or eTreatment form associated with the service.

Category – You can categorize your services if you wish or leave this blank.

Allow Multiples – Setting this to “Yes” will allow you to create package treatments for this service in the Treatment Plan tab. ie., laser hair removal packages.

Service Providers – Select the users/providers who can be scheduled for this service. This is an important field because a service will not be available to be scheduled for someone unless they have been added here.

Resources – Equipment – You can associate equipment with this service so you are notified of any scheduling conflicts.

Resources – Rooms – You can also associate rooms with this service to avoid double booking the same room.

Government Billing – This area is only for billing government insured services in Canada in the following provinces: AB, BC, ON. You will need a billing account for this as well, contact us for more information.

Billing Details – Add the default price for this service if applicable. This price can be updated if required for each treatment/patient. Do not enter a default price if this service is for Injectables, CoolSculpting, CoolTone or Deoxycholate because your clinic supply pricing will apply instead.

Require Card On File – You can request a credit card from the patient to schedule this service. ie., Consultation.  You can enter a credit card manually or have the patient enter their credit card online to hold the appointment.

Tax Indicator – We need to know the tax status of this service for payment reasons.

Taxes – Please check the taxes that apply to this service. You need to setup your local taxes in the Billing section of your organization/clinic.

ePoints – You can generate ePoints for your patients every time they spend money on this service. In the General tab of your clinic you can assign how many points will equal $1. When patients have generated epoints, you can use those points to pay invoices as a payment type.

Recommended Products – You can select one or more products in your inventory that will be added to the invoice automatically when this service is purchased.

eForms – You can assign one or more eForms to this service for your patient or for your staff to help the patient complete.

eTreatment Forms – These are forms related to their treatment and can be found using the icon link in the chart entry.

When you are finished, click add service or update to save your changes.