Discounts applied towards treatments must be applied via an adjustment code to 'adjust' the cost of the procedure.
Note: Discounts can be applied on a code, phase and treatment plan level. This article only shows how to apply the discount on a code level.
Let's delve into the workflow to get this done.
Topics Covered
Option 1: Apply a Discount Pre-Treatment
- Select the patient using the Global Search Bar.
- Hover over Clinical > select Chart.
Right-click on a Treatment Code > click Apply Discount.
In the pop-up window, enter the following information:
- Select whether you will apply this discount as a Percentage or as an Amount.
- If you have selected Percentage, enter the percentage for the discount.
- If you have selected Amount, enter the desired discount amount.
- If you have selected multiple treatments, checkmark the Apply Proportionally checkbox to split the discount across all selected codes, with each one reduced by the same rate.
- Select the Discount Code that best suits the purpose of this discount, such as Cash Discount, Military Discount, New Patient Discount, and so on.
- This is important, as this information will appear on the patient's ledger or receipt as well as in your monthly reporting.
- The information you enter will be reflected in the fee estimate table below, where you can see the Discount and the Net Fee after the discount is applied.
- Click Apply.
- When a discount is applied to a procedure code before completion, it will display an asterisk (*) next to the procedure code fee. Upon clicking on it, you will see the amount of the discount that has been applied.
A toast notification will appear on the top-right stating, 'Discount Applied successfully'.
Option 2: Applying a Discount during Payment Processing
If the discount is to be applied post-treatment completion, it can be applied while processing the patient's payment in three distinct ways as illustrated below.
Firstly, select the patient using the Global Search Bar > click Payments.
Next, choose from the options below the one that most closely aligns with your requirements.
Method 1
- Select Regular Payment.
- Click + Add Global Adjustment.
- Select the Adjustment Code.
- Add the Adjustment Amount.
- Zero out the Payment Amount.
- Review the selected Procedure Codes.
- Click Add Adjustment at the bottom right.
Method 2
- Select Adjustments Only.
- Click Add Global adjustment to add the Adjustment Code.
- Add the Adjustment Amount.
- Review the selected Procedure Codes.
- Click Add Adjustment at the bottom right.
Method 3
You can select either the Regular Payment or Adjustments Only option.
| Note: When opting for Regular Payment, review the Payment Amount, and select the Payment Type. |
For either option:
You can manually add the adjustment to the desired line item by clicking the + icon against it.
- Select the Adjustment Type.
- Select the Adjustment Code.
- Add the Adjustment Amount.
- Click Add Receipt & Apply for the Regular Payment Option &
- Click Add Adjustment for the Adjustments Only Option.
Practices can use this simple guide to learn how to apply discounts to a treatment plan.