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Service / product

Service / product is the catalog of everything the clinic sells — services, products, multi-session treatment courses. Each row declares its selling price, staff commissions, consumable materials and other settings used when creating an order.

Opening Service / product​

  1. Go to the System configuration screen (see Configuration overview), group Clinic, click Service / product.
  2. Faster way: type Service into the quick search box at the top of the System configuration screen, then click the result.

Service / product list​

Service/product list with 5 numbered zones

Screenshot of the Service / product list

#What it is
1. 3 buttons above the listExport downloads the list to a file, Import brings in many services at once from an Excel file (see the guide at the end of this page), Create opens the dialog to create a new service.
2. FilterType a keyword to search, or click one of the 2 funnel icons to filter by category, status, department…
3. Orange tag on the service nameBYT unmapped flags that this service hasn't been linked to a BYT technical code (set in the Other tab when editing the service).
4. Status columnAn on/off toggle — turning it off makes the service unavailable when creating an order.
5. Buttons at the end of each row3 buttons: duplicate (blue, creates a new service copied from this one), edit (green), delete (red).

Creating a service / product​

The Create/Edit dialog has 7 tabs.

Information tab​

Create service dialog, Information tab

Screenshot of the Information tab

FieldWhat to enter
CategoryService, Product or Treatment course
Age groupAdult or child, if the service is age-specific
Service Group (required)Used to classify and report — see Service / product group
Service/Product/Treatment course (required)The display name
Treatment progressThe default number of sessions in one course. Default 1; -1 = unlimited sessions
Unit (required)The unit of measure — see Unit
Min price / Max price (required)The price range allowed when creating an order
Department (required)The clinical department that performs this service
RoomA specific room, if one needs to be pre-assigned
Service PositionThe position on the body — only selectable after picking a Department

4 toggles: Visible (show/hide the service), With aftercare (auto-creates an aftercare task after use), No edit (locks price/info from being changed when creating an order), Examination service (marks this as an exam service, not a treatment). Turning on Multi-visit treatment course also asks for the Expected number of visits.

What the Min/Max price range is for

Set Min price different from Max price and, when creating an order, staff will pick the service's price within that range — useful for services whose price varies with the customer's actual condition.

Detail tab​

Create service dialog, Detail tab

Screenshot of the Detail tab

  • Description: a short summary.
  • Detailed content: the full description, supports text formatting and inline images.

Service commission tab​

Create service dialog, Service commission tab, consulting commission section

Screenshot of the Consulting commission section

Consulting Commission (locked at order creation) — paid as soon as the customer pays the order, split evenly if more than one person is assigned:

  • Telesale commission — for the consultant assigned to the order.
  • Direct sale commission — for the direct-sale staff assigned to the order.
  • Consulting Doctor Commission — for the consulting doctor assigned to the order (different from the treating doctor below).

Each has 2 separate rates for Returning customer and New customer. Changing the rate here doesn't affect orders already created. See the matching Accounting report for the actual amounts paid.

Create service dialog, Service commission tab, treatment commission section

Screenshot of the Treatment commission section

Treatment Commission (calculated when treatment is logged) — paid as soon as the treatment is logged, split evenly if more than one person performs it in that session:

  • Treating Doctor Commission — for the doctor who actually treats the patient.
  • Treating Technician Commission — for the technician performing the treatment.
  • Treating Assistant Commission — for the assistant supporting the treatment, separate from Assistant points (a KPI recorded manually on the treatment screen).
When a treatment step has its own rate

If a specific treatment step (see Treatment step) already declares its own technician commission rate, the software uses that rate instead of the one set here.

Consumable material tab​

Create service dialog, Consumable material tab

Screenshot of the Consumable material tab

Declare the materials used with this service so the software can calculate consumable usage when treatment is logged: Material, Unit, Min/ Max used per session, Note. Click (+) Add to declare more than one material for the same service.

Installment tab​

Create service dialog, Installment tab

Screenshot of the Installment tab

Turn on Allow installment to open the Installment configuration section:

FieldWhat to enter
Allowed termsPick the terms customers (patients) can pay in installments over (e.g. 3, 6, 12 terms) — when creating an order, staff pick one of these terms
Minimum payment (%)The % the customer must pay before starting installments. E.g. 30% on a 30-million service = a minimum of 9 million upfront
Interest rate (%/year)Leave at 0% for no interest. E.g. 5% = the customer pays an extra 5% of the remaining balance each year
Gap between termsThe number of days between two consecutive payment terms
Only enable for high-value services

Only enable installments for services/treatment courses of high value (10 million VND or more), and make sure there's a binding contract with the customer.

Treatment step tab​

Create service dialog, Treatment step tab

Screenshot of the Treatment step tab

Pick the Treatment steps that apply to this service — see Treatment step. You can pick several; every time treatment is logged, it goes through exactly the steps declared here.

Other tab​

Create service dialog, Other tab

Screenshot of the Other tab

FieldWhat to enter
Tax rateLeave empty to use the company default (8%). Pick "Not subject to VAT (KCT)" for tax-exempt services
EMR service code (MOH) / BYT technical codeThe technical catalog code required by the Ministry of Health — BYT technical code only matches currently effective codes
Old service codeThe service code used before switching to the current one, if any
Warranty period / Companion periodDays of warranty/companion coverage after using the service. -1 = lifetime
Re-engagementMinimum days since the last purchase/use, after which the software allows re-suggesting this service to the customer (in days)
ValidityDays the purchased service stays valid, counted from the first treatment session. Once expired, that service no longer appears as selectable for further treatment (in days)
Treatment duration per sessionHow long one treatment session lasts, from start to finish (in minutes)
Assistant pointsA reward (KPI) recorded manually on the treatment screen for the assistant — separate from the money commission on the Service commission tab
Loyalty pointsPoints the customer earns from using this service. 1 point equals 1,000 VND

Bulk export/ import via Excel​

The fastest way to edit price or other info for many services at once: export the list to a file, edit it in Excel, then import it back.

  1. Click the purple button (Export) above the list to export every current service to a file.
  2. Edit price, name, description… directly in the downloaded file.
  3. Click the blue button (Import) to open the Import services dialog.

Import services dialog

Screenshot of the Import services dialog

  1. If you don't already have the file exported in step 1, click Download template — the template has exactly the same columns as the exported file.
  2. Click Choose file to pick the edited file, then click Import.

Service import template file, row 1 is the label, row 2 is the key

Screenshot of the service import template file

File structure: row 1 is the Vietnamese column name, row 2 is the data field key (id, name, code…), and from row 3 on is the actual data.

Never delete row 1 or row 2

The software reads data by the field name in row 2 — deleting or editing the first 2 rows will make the import fail or import wrong data.

  • Empty id column → the software creates a new service from that row.
  • id column has a value → the software updates the service with that id using the row's data, overwriting its existing info.
  • Department, service group, unit, company and tax rate must be entered as either their id or their exact name — click Export on the service list to see the ids your business uses.