Add New Discount Code

Follow the steps below to add a Discount Adjustment Code.

1. Select Customer Setup > Codes… > Adjustment. 

2. Click the New Adjustment Code button.

3. Add a short Code that will help you quickly identify the adjustment reason.

   For example, SELF (Self Pay Discount), 50OFF (50 Percent Off), or HRDSHP (Financial Hardship).

4.  Use the Type drop-down to select the Adjustment Type.

   1. Select Discount: Used when you want to give a patient a discount which can either reduce their balance by giving the patient a credit in the form of a percentage or a fixed amount. (e.g., family/friend discounts, timely filing, financial hardship) .

5. Write a full Description for this code.

6. Select one of the 3 options under Discount Setup:

   1. Percentage of Charge Amount: This credit is a discount that can be calculated as a percentage of the original charge amount.

   2. Percentage of Charge Balance: This credit is a discount that can be calculated as a percentage of the total charge balance.

   3. Fixed Amount: This credit is a discount that can be added as a fixed dollar amount.  

7. Enter the percentage or fixed amount to be discounted. 

   Optional: Place a check in the Automatically apply this discount for Prompt Payment box if you want the discount to apply automatically if paid promptly.  Visit our Create a Prompt Payment Discount Help Article for detailed steps on creating a prompt payment discount code.

8. Click Save.