Recommended Handling Fee Setup for Medicines

You can add a handling fee to medicine items to cover the cost of handling the medicine. A handling fee can be applied to both dispensed and administered medicines. For administered medicines, you can use a handling fee and an injection fee in combination.

To define the general handling fee settings and default fee options, go to Settings > Clinic location > Handling & injection fees.

1. Decide if you want to use default handling fees.

  1. Select the options you want for Use default fees. When a default fee is enabled, you can select in the individual medicine item settings if you want to use the default handling fee or add the item its own handling fee.

    • Handling fee: Select this option if you want to add a default handling fee for medicines.

    • Handling fee for partial packages: Select this option if you want to use a separate handling fee for partial packages.

  2. From the Handling fee calculation method drop-down list, select Fixed fee.

  3. Add the fees in the Default handling fee and Default handling fee for partial package fields.

2. Define how you want the handling fee to be added to invoices.

  1. From the Handling fee method drop-down list, select Add fee as a separate row on the invoice.

  2. In the Handling fee item field, select the item that will be used on the invoice for the handling fee (the price of this item will not affect the fee). If you use handling fees for partial packages, use a different item for it in Handling fee item for partial package.

  3. For Handling fee charged by default, select if you want the handling fee to be applied by default for dispensed and/or administered medicines.

    Note

    Do not add a Maximum handling fee per invoice.

  4. For Allow user to change handling fee checkbox values, select if you want to allow users who have permissions to add and edit items to be able to select whether a medicine item added in a consultation should include the fee. If you select these options, the fee defined for the item is shown, but users can choose not to use it. If you do not select the options, users cannot deselect the fee.

If you want to combine the handling fee with the medicine item on invoice and treatment estimate printouts, go to Settings > Print settings > Invoice or Estimate and select Combine injection and handling fee to medicine row on printout, medicine's printout name used. Note that the fee can only be combined with the medicine item on the same row if the fee and the medicine item have the same VAT group.

3. Define the handling fee settings for individual medicine items.

To adjust handling fees on medicine items, you need the required permissions.

  1. Go to Catalog > Items.

  2. Add a new medicine item or open the item you want to edit.

  3. On the General tab, select the Default usage method and add other relevant information for the item.

  4. On the Stock and Pricing tab, add the handling fee. For administered medicines, you can also add an injection fee if necessary.

    • If you want to use the default fee set in the clinic location settings, select the Use default handling fee checkbox.

    • If you want to add a different fee, deselect the default fee checkbox and add the fee in the Handling fee field. You can add a separate handling fee for partial packages in the Handling fee for partial packages field.

  5. Add other relevant information on the Stock and Pricing tab and save the item.

See Also

Set Injection Fees for Medicines

Use Medicine Handling and Injection Fees

Related to

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