How to Assign Concierge Package

Concierge Package

Follow these steps to assign a concierge package to your patient.


Step 1: Go To Patient Dashboard: My Patients > Select Patient Name to launch Patient Dashboard 

Step 2: Select the Concierge Package tab on the patient dashboard

Step 3: Select the Assign Concierge Package button

Step 4: Select a package from the dropdown menu, then click on the Subscribe Patient button.

Please notice that BlueJay will not handle the billing process, please charge your patients through your clinic billing system. 

Step 5: Once the package is sent, you will have the option to choose to schedule a visit with this patient now. Or schedule a visit later. 

Step 6: Click on the Export Invoice button to generate the invoice. The invoice will be generated as a PDF for you to collect payment through your medical billing system or your own merchant services/credit card service.

Your patient will receive an email notification of the services in their concierge package.




* To view your current services, go to My Account> Concierge & Setting > Active Service 

*To view your history records, go to the Service History tap

* To view your estimated revenue from the Revenue Tab

You will be able to view the estimated income from the concierge packages through My Account> Concierge Service > Revenue


The gross income means the total estimated income of all the concierge packages that you assigned to the patients, you can also view the amount of each item below. 


More questions? Contact us at support@bluejayhealth.com 





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