Apply a Discount while Posting a Payment

Payment actions are options available when/while posting payments. These actions can include applying discounts, memo lines and credit or debit adjustments.

Who can use this feature? 

  • Users with the Insurance Payment permission.

  • Users with the Patient Payment permission.

  • Users with the Debit/Credit permission.

Apply Discount is used to apply discounts such as a percentage discount, a discount applied to a specific service, etc.

  1. Click the Apply Discount button at the bottom of the screen.

  2.  Click the  icon to select the discount code.

  3. Enter the Discount % and Min. Charge Amount or Check the Discount charge balance to $0.00 to discount the whole balance.

  4. Enter the Received date.

  5. Type a Memo and/or a Credit Memo.

  6. Click Done.

These additional actions are found in the following sections. Manually posting patient payments, Applying EOBs & ERAs, Applying insurance payment only and Applying Credits.