---
title: How to add Service Packages?
description: Service Packages in Helix allow clinics to group multiple medical services into a single package offering. Packages help streamline workflows by enabling front-desk or clinical users to add multiple related services at once to a patient file instead of selecting each service individually.
---

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January 23, 2026

# How to add Service Packages?

## Service Packages in Helix allow clinics to group multiple medical services into a single package offering. Packages help streamline workflows by enabling front-desk or clinical users to add multiple related services at once to a patient file instead of selecting each service individually.

### 📍Navigation

**Control Panel → EMR Settings → Medical Services**

Service Packages rely on already-configured individual services.

---

### ⚙️ Prerequisites

Before creating a Service Package, ensure that:

- All **individual medical services** that will be included in the package are already created
- Services are correctly mapped to:
  
    - Department
    - Service Type
    - Tax Group
    - Pricing

Packages do not replace service-level configuration.

---

### ➕ How to Create a Service Package

### Step 1: Start Package Creation

1. Go to **Control Panel → EMR Settings → Service Packages**
2. Click **+ Add**

### Step 2: Enter Package Details

Fill in the following fields:

- **Code**
- **Name**
- **Expiry**
- **Services offered as part of the package**

### Step 3: Add Services to the Package

When adding services to the package:

- Only services already configured in **Medical Services** are selectable
- Rates and tax are **automatically picked** from the service configuration

For each added service, the following columns are visible:

- **Name** (select from available services list)
- **Quantity**
- **Rate**
- **Service Charges**
- **VAT**
- **Total**

**Editable fields**

- Quantity
- Total

Other fields are auto populated depending on the service configuration.

### Important Configuration Rules

#### 1️⃣ Tracking Multiple Sessions

If the same service is performed multiple times:

- **To track sessions individually**  
  Add the same service multiple times using **+ Add**  
  (Do not increase quantity)
- **If individual tracking is not required**  
  Use the **Quantity** field to indicate the number of times the service is included

#### 2️⃣ Managing Package Pricing

- You can edit the **Total** field to adjust the offered rate as part of a package
- Example:
  
    - Service rate = 100 AED
    - Package offer rate = 80 AED
    - Edit the **Total** to reflect the discounted value

#### Viewing the Package Total

- Click on the **Total** of the **last service**
- Edit the value and click outside the field
- The **package total** will be displayed at the bottom

### Step 4: Save the Package

Once all required services are added:

1. Review the configuration
2. Click **Add**

The package is now created and available in the system.

---

### Bulk Upload Service Packages (Using Excel)

If you need to create multiple packages, Helix supports **bulk upload** via an Excel template.

### Step 1: Download the Template

1. Go to **Service Packages**
2. Click **Download Excel Template**

### Step 2: Fill in the Template

The Excel template contains the following columns:

- **Package Code**
- **Package Name**
- **Service Code**
- **Service Name**
- **Service Quantity**
- **Total**

**Important rules**

- Service Code and Service Name must **exactly match** the configuration in Medical Services
- For services belonging to the same package:
  
    - Repeat the **Package Code** and **Package Name** across rows

### Step 3: Upload the Template

1. Click **Upload Template**
2. Upload the completed Excel file

### Step 4: Review Uploaded Packages

- Uploaded packages will appear in the UI
- You can:
  
    - Open packages
    - Edit quantities or totals if required

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---

### 🔄 Package Usage

For details on how Service Packages are used in patient workflows, refer to the [**Patient File KB**](https://help.helixbydoctors.com/kb/patient-file-appointment-admission-service-management?hsLang=en-us)

---

### ⚠️ Important Notes

- Packages do not create new medical services; they **reference existing ones**
- Removing a service from a package does not delete the service itself
- Package configuration does not impact:
  
    - Memberships
    - Loyalty programs
    - HR or payroll modules

---

### 💡 Tips & Best Practices

- Use clear, descriptive names for packages so front desk users can identify them easily
- Avoid adding services from unrelated departments into one package
- Review package composition periodically to ensure it reflects current clinical workflows
- Test the package in a dummy patient file before using it live

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