How to Price a product

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1) Select the product or products you wish to price by choosing them from the list on the left hand side of the screen and pressing the 'Add to selection' button on the right hand side. This action can be repeated for as many products as you wish to select. If you make a mistake, simply press the 'x' button to the left of the product you wish to remove.

2) Proceed to the Management -> Contracts area and expand the Contracts folder.

NB: In this list you will see all the previous contracts created. The default contracts for general use with patients is the 'Private' contract. If you are unsure of which contract to use, start with the Private contract.

3) Expand the contract and select the 'Available Products' folder. On the right hand side, you may then push the 'Add Products' button. If you don't wish your products to be available to that contract immediately, you may enter an effective date and time that is in the future.

NB: If you enter a date that is in the past, it will not retrospectively affect all products sold in the intervening time. The price offered to the customer at the time of sale is final.

4) Once the product has been added to the contract, the policy must be put into place to allow it to be sold:

a) Select the product, choose the policy type 'Eligibility' from the dropdown and select 'Add Policy'.

b) Expand the product and select the Eligibility policy. If there are no restrictions on who the product is to be sold to, then simply select Default and press Add.

c) Select the product again and repeat (a) and (b) for the Pricing policy. If there are no restrictions on the price, then you may simply select Default and enter a price as normal.

NB: If you are entering a private price at this point, you must enter an Absolute price. If you are entering the price on any other contract, you may enter a relative price which then refers back to the private price at that time. This allows you to control discounts relative to one master set of prices.


Additional Notes:
Emma allows you to set master contract prices which can then be inherited throughout all products available in that contract. If you wish to use this feature, simply select the 'Inherit' option when creating the Policy. This will follow the rules of the parent policy and when these change, so will the slave policies.

You will notice when setting up contracts that there appears to be overlap when creating the eligibility and the pricing policies. This is deliberate. The way the policies are structured are designed to allow you to create quite complex eligibility criteria, but keep the pricing simple if you desire. This means you can have a series of eligibility criteria for each product, but one simple pricing rule that states that each product is sold at '90%' for example which gives the contract a sweeping 10% discount across all products in the contract, with complex eligibility for each within that. If the two areas were not distinct, it would be very time consuming to enter the price for each product in the contract.