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Selling and tracking session packages

Sell a block of sessions up front and track how many a patient has left.

A package is a block of sessions a patient buys up front — "6 sessions for £300", "a course of 10". It's good for cash flow and commitment, and Atlacare tracks the balance so you always know where a patient stands.

Create a package

Define your packages once: a name, the number of sessions, the price, and optionally a validity period (e.g. use within 6 months). These become the packages you can sell to patients.

Sell one to a patient

Assign a package to a patient and it records how many sessions remain. As they attend, the balance counts down, so both you and the patient can see what's left — no arguments about "how many have I used?"

Why use packages

  • Cash flow — you're paid up front rather than session by session.
  • Commitment — a patient who's paid for a course is more likely to complete it, which is better for their outcome and your retention.
  • Clarity — the remaining balance is on the record, not in someone's head.

Packages sit alongside ordinary invoices — use a package for pre-paid courses, and invoices for one-off or insurer-billed sessions.

NextInvoicing a private health insurer (Bupa, AXA, Aviva, WPA)

Still need a hand?

Email us and a real person will help. For anything about a patient's care, contact your clinic.

Email hello@atlacare.com