What are Procedures?
In BoomerangFX, Procedures are options used when scheduling meetings with clients. Each Appointment Type is set up with a unique color as a way to distinguish between each one on a schedule.
How do I view Procedures?
First, access the setup section. To access, click on Setup in the upper menu bar.
To access Scheduler Options, select Procedures from the Go To Setup Section Drop-Down Menu.
How do I view Procedures?
To view a specific procedure, click View.
In this screen, a user can view, Edit or Delete a procedure, as well as return to the previous screen by clicking All Procedures.
How do I add a new Procedure?
To Add a procedure, click Add New Procedure.
In the Add Procedure screen, there are four sections to be completed before saving.
Details
In Details there the following options can be added:
- Checkboxes to designate the procedure as Commissionable, as a package, as a singular tax and as a maintenance procedure.
- Barcode Value
- The Procedure Name (required)
- Number of Appointments required for the procedure (default = 1)
- The length of the appointment(s)
- The Category Type
- The Procedure Type (Surgical, Non-Surgical or Both)
- The Appointment Type
- The color to use on the schedule.
Pricing
In Pricing, the user can break down the cost of the procedure into five separate fees.
Sales Tax Override
In Sales Tax Override, the user can select a tax exemption where applicable.
Treatment Tracking
Select a Treatment Type to allow for tracking of the procedure in BoomerangFX’s reports.
Once all pertinent fields have been filled, click Save New Procedure.