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How to Add or Edit a Product
How to Add or Edit a Product

Products, Adding Product, Checkout, Payment, Charges

Jim Aminloo avatar
Written by Jim Aminloo
Updated over 5 months ago

Adding Products or Services? We'll take one of everything please! 💸

To add Products / Services in Clerk, head on over to the Settings Page > Product, Invoice and Payment Settings > Products. From the Product page, select Add a Product:

You will be prompted to select the Product Type and add the Product Name > Save Product. The Product Type helps sort like items together, allowing you to filter Searches and Reports.

There are four different Product Types you can choose from:

  • Service: You will use this to create standard charges for services rendered, or Appointment Types in general. For example: Office Visits, X-Rays, Massage, etc.

  • Supplement: If your office sells vitamins or nutritional supplements, you can group those items into this category.

  • Cosmetic: Any products used to improve appearance, or beauty-related items can be grouped into this category.

  • Miscellaneous: Any other items not grouped into the above 3 categories can be a miscellaneous item.

Once you have selected the type of Product, you will be directed to a screen that will allow you to put in more information about your Product, such as Pricing, Insurance Codes, Tax Rates, Inventory Tracking, and associating Careplans:

None of these fields are required, so you can fill in anything as needed. Under Pricing, all you will need to input is the initial Price of the Product you created for charging patients. The Cost and Product MSRP are fields that you can fill in to help with Reporting!

You can also select associated CPT or Diagnoses Codes for your Product. This will allow for streamlining any HSA/HRA or Personal Injury billing that you may need.

Note:✨ For regular Insurance billing, we recommend utilizing the Line Item Tab on the Outcome Screen while filling out SOAP Notes.

If you are selling Products like supplements or exercise bands, you can flip the Toggle to Track Inventory. This will allow you to set a Threshold Quantity, or the minimum number of products that you can have on hand before you need to place a restock order:

PSST!✨ If this Toggle is turned on for a Product, you can track your inventory on the Practice Manager - which you can CLICK HERE to learn more about!

Lastly, you have the ability to associate a Careplan to a Product. This is only for when you are creating the overall charge for a Careplan because any Product with a Careplan associated will create a new Careplan for that patient when added to an invoice. You can CLICK HERE if you would like to learn more about creating Careplans.

Once everything looks good, go ahead and save your Product!

Now, all you have to do start selling 😉

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