Packages - How to setup and manage a package of care

To support the ability to better manage funders we have released a new feature Packages, which can be setup by a Superuser in the Control Panel to be utilised by the team.

Packages allows you to define appointments or rules associated with a funder and designate limits against them. You can then assign clients to the package to help manage their utilisation.

Please email support@tacklit.com if you have any further questions or would like it turned on in your account.

In the below videos we show you how to;

1. Add a funder to the Contacts tab
2. Create a package - for client management
3. Create a package - for funder management
4. How to add a client to a package (coming soon!)
5. How to book an appointment for a package (coming soon!)
6. How to manage and override client utilisation (coming soon!)
7. Creating a package from a care pathway

1. Add a funder to the Contacts tab

2. Create a package - for client management

3. Create a package - for funder management

Notes: Create a Package

^{Step 1}

• ^{Name (required), description (optional)}
• ^{Code (optional), type (required).}
• ^{Funders - must select at least one. System list is always available to select. Scroll down to view those assigned as funders in the Address Book.}
  • ^{System List: Out of Pocket. Insurance. Medicare. Third Party. Other.}
• ^{Control - either Client or Funder}
  • ^Limits
    • ^{If control=client options are; None or Appointment #}
    • ^{If control=funder options are; None or Total Services # or Client # or $ Spend}
  • ^{Service access - can only be Any Order}

^{Step 2}

• ^{Add services - can be appointments or activities.}
  • ^{You can copy down to add the same appointment multiple times}
    • ^{Limits are based on the page 1 selection.}

4. How to add a client to a package

Notes: Assign Package

^{Here you can add / remove packages. And pause here to hold making further bookings.}

^{Create link to referral and episode are optional.}

• ^{If linked to episode the booking of services is limited to just that episode.}
• ^{Edit utilisation is key action in this view.}
• ^{Can check a service to take it off allocation}
• ^{Can uncheck to make that service bookable again}
• ^{The edit function is only available to SU and Admin roles.}

5. How to book an appointment for a package

6. How to manage and override client utilisation

7. Creating Package in a Care Pathway

Once the Packages are created, you can now include the template during a Care Pathway setup, by selecting the template.