# Packages

The **Package** Module in Unite enables users to create and manage packages, track consumption, and schedule package-linked appointments. Key features include the ability to customize packages with predefined services or items, update package details, set validity, and activate or deactivate packages. Users can record patient purchase information seamlessly and track consumption through manual updates or automatic syncing with appointments.

The module also supports linking appointments directly to packages for streamlined management. To use the module, navigate to the [**Package Screen**](/uniteemr/application-modules/packages/packages.md) to create or edit packages, and access the [**Package Consumption Screen**](/uniteemr/application-modules/packages/package-consumption.md) to monitor and manage usage.

<table data-card-size="large" data-view="cards"><thead><tr><th align="center"></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td align="center"><strong>Package</strong></td><td><a href="/files/QWgOwuv33DP3mc9fqzrg">/files/QWgOwuv33DP3mc9fqzrg</a></td><td><a href="/spaces/WQ5ypNBejmFIr9zwp0Pi/pages/QRsSK1W5eKZdpxEFoCSf">/spaces/WQ5ypNBejmFIr9zwp0Pi/pages/QRsSK1W5eKZdpxEFoCSf</a></td></tr><tr><td align="center"><strong>Package Consumption</strong></td><td><a href="/files/SJFDJrF8c4gA8x7ox1wV">/files/SJFDJrF8c4gA8x7ox1wV</a></td><td><a href="/spaces/WQ5ypNBejmFIr9zwp0Pi/pages/Q0uaoFnQPNjU32xjjJ89">/spaces/WQ5ypNBejmFIr9zwp0Pi/pages/Q0uaoFnQPNjU32xjjJ89</a></td></tr></tbody></table>

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## Workflow

### **Create Package**

[**Create a new package**](/uniteemr/application-modules/packages/packages/create-a-new-package.md) by defining its name, code, validity period, clinic, and related attributes. Add the required services or treatments from the price list, apply applicable discounts and tax, and finalize the package price. Once saved, the package becomes available for patient use.

### **Purchase the Package**

A patient must purchase a package to add the package to their account. The package is added only after generating an invoice. For instructions on creating an invoice for a package, refer to the [**Package Invoice**](/uniteemr/application-modules/billing/invoice/create-invoice/package-invoice.md) section.

### **Track Consumption**

* **Automatic Consumption**:
  * Schedule a [**Package Appointment**](/uniteemr/application-modules/scheduler/appointment-booking/package.md) through the Scheduler screen.
  * Once the appointment is honored (consultation starts), the quantity is consumed automatically.
  * Consumed items are distributed across relevant SOAP tabs in the **Medical Records** screen for the doctor to complete.
* **Manual Consumption**:
  * Update consumption manually through the **Package Consumption** screen without scheduling a package-linked appointment. For more details on manual consumption, refer to the [**Manual Package Consumption**](/uniteemr/application-modules/packages/package-consumption/manual-package-consumption.md) section.

### **Package Visit Invoice**

A [**Package Visit Invoice**](/uniteemr/application-modules/billing/invoice/create-invoice/package-visit-invoice.md) is automatically created for visits linked to a package, shows ₹0 as the amount since payment was already made, displays the value of items consumed, and includes visual markers for easy identification.

### **Reports**

Navigate to [**Package Report**](/uniteemr/reports/daily-reports/package-report.md) to track package purchase and consumption details.

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