Apply a Discount to a Charge

From the Manage Account screen, you are able to apply a discount to a procedure or charge the patient is responsible for using a discount code. Commonly this would be used for providing a patient a referral discount or a new patient discount

1. Select Patient > Manage Account.

2. Use the Search field to search through your patients or insured.

   Place a check in the “Include inactive patients” box to include inactive patients in your search results.

3. Select the Patient.

4. Under Transaction Listing locate the DOS the procedure is under and click the expand arrow.

   Sort your search results. Visit our Reorder Table Columns Help Article for detailed steps on how to hide, rearrange or add header columns.

5. Select the Procedure Code.

6. Click the Apply Discount button.

   1. Click the  icon to select the discount code.

   2. Enter the Discount % and Min. Charge Amount or place a check  in the Discount charge balance to $0.00 to discount the whole balance.

   3. Enter the Received date.

   4. Type a Memo and/or a Credit Memo

   5. Click Done. 

7. Click Save.