Add Service

Step 1: Add Service to a Sale¶

After selecting the related sale, click the "Add Service" button in the Sales / Operation Details area.

Add Service Button

The Service Entry Screen will open.

Service Entry Screen

Select the service you want to convert to a sale. If the Consent Form has been uploaded to the system, mark the relevant field and click the Convert Service to Sale button.

Convert Service to Sale

All sales converted to services are displayed as follows.

Sales Converted to Services

Sales converted to services will appear in the Sales / Operation Details area on the Patient Card.

Sales / Operation Details

Important Notes¶

Sales Operations¶

By default, the most recent sale is automatically selected. However, during all operations, whichever sale will be processed must be selected carefully from the related sale's "Sales/Operation" area.

Service Operations¶

In service-related operations, the latest service is selected by default. If an operation will be performed for a service, the related service must be selected from the "Sales/Operation Details" area.