---
title: How to add Medical Services — Advanced Configuration
description: This article covers advanced and optional Medical Service configurations used for complex clinical, insurance, surgical, and operational workflows. Use these features only if they are relevant to your clinic’s setup.
---
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December 23, 2025
# How to add Medical Services — Advanced Configuration
## This article covers advanced and optional Medical Service configurations used for complex clinical, insurance, surgical, and operational workflows. Use these features only if they are relevant to your clinic’s setup.
### Associated Services (Auto-Add Bundles)
#### **What It Does**
Automatically adds one or more **child services** when a **parent service** is selected (Reception, Doctor, or Nurse). Use this to bundle common add-ons (e.g., “Procedure” + “Pre-op Consult” + “Required Investigation”).
#### **Navigation**
Control Panel → EMR Settings → Medical Services → Edit Parent Service → Associated Services
#### **Setup**
1. Ensure all child services already exist in medical services list
2. Open the parent service
3. Click **+ Add** and select Associated services to auto-add
4. Save
#### **Behavior**
- Child services are added automatically when parent service is selected during admission
- Users can remove child services if not required
- Each child service keeps its own pricing, tax, and reporting logic
#### **Common examples**
- Minor Surgery (parent) → auto-adds Consultation (child) + Clinic Investigation (child)
- IV Therapy (parent) → auto-adds IV Cannulation (child)
- Skin Procedure (parent) → auto-adds Post-care Review (child)
---
### Associated Consumables (Branch Stock Warning)
#### **What It Does**
Checks branch stock for associated consumables of a service and shows a **non-blocking warning** if items are out of stock or expired. This helps you avoid surprises, decide whether to proceed (late billing/exception cases), and cut billing rework.
#### **Trigger Points**
- Reception Add Service
- Doctor Page
- Nurse Page
#### **Configuration**
Control Panel → EMR Settings → Medical Services → Add/Edit → **Associated Consumables**
#### **Behavior**
- Warning never blocks adding the service
- Users can confirm and continue or cancel
- Stock is checked across all branch stores and substores
---
### **Medical Service Classification for Insurance & Reporting**
Correct classification directly impacts:
- Insurance co-pay calculations
- Approval logic
- Department-wise revenue reporting
- Profitability analysis
#### **Critical Fields**
- Service Type
- Department
- Investigation Type (if applicable)
- Fixed and Variable Costs
Incorrect classification may result in incorrect insurance or reporting outcomes.
---
### Service-Based WhatsApp Messages
#### **Supported Messages**
- Pre-service (sent on booking)
- Post-service (sent on discharge)
- Follow-up reminders (scheduled after invoicing)
#### **Prerequisite**
WhatsApp Business integration and approved CRM templates.
#### **Configuration**
Control Panel → EMR Settings → Medical Services → Add/Edit
- Assign templates via dropdowns
- Follow-up reminders are triggered based on weeks after invoicing
- Multiple follow-ups can be configured per service
- Automated notifications for reminders can be configured
---
### DRG Services (Hospitals / Day-Care)
#### **Where to Configure**
Control Panel → MR Settings → Medical Services
Tabs:
- DRG-DC (Day Care)
- DRG-IP (Inpatient)
#### **Rules**
- Rate must be **0**
- DRG Relative Weight is mandatory
- DRG pricing uses relative weight with global DRG settings configured elsewhere
---
### Follow-up Switch (KSA Clinics)
Flags the service as a follow-up service for insurance submission without changing the service type.
---
### Require Consent Switch
#### **What It Does**
Blocks clinicians from starting service documentation until consent is signed.
#### **Behavior**
- Enabled per service
- Access is automatically unlocked once consent is signed
---
### Service Visibility Controls
### Inactivate Switch
- Hides the service from booking, billing, and proformas
- Service is not deleted and can be reactivated later
### Okadoc Switch
- Controls whether a service appears on Okadoc
- Applies only if Okadoc integration is enabled
---
### Per-Doctor Pricing Schemes
Allows doctor-specific pricing for the same service without duplication.
#### **Behavior**
- Base price applies if no doctor-specific rate exists
- Requires logout/login to refresh pricing picklists
---
### Variable Costs (Surgery Packages)
#### **What It Is**
Defines internal cost structures for surgeries (not patient pricing).
#### **Key Points**
- Multiple cost packages per service
- One package can be marked as default
- Users can switch packages at billing
- Affects profitability and Services Cost reports
---
### Notes (Mobile App – APEX)
Allows adding a patient-facing service description for the Helix mobile app.
#### **Best Practices**
- Clear, factual, and non-promotional
- Use simple language
- Avoid abbreviations unless necessary
---
### When to Use Advanced Configuration?
Use advanced features if your clinic:
- Bundles services
- Tracks consumables per service
- Performs surgeries or hospital workflows
- Relies heavily on insurance logic
- Uses WhatsApp automation or the Helix mobile app
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