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.
Click the Apply Discount button at the bottom of the screen.
Click the
icon to select the discount code.Enter the Discount % and Min. Charge Amount or Check the Discount charge balance to $0.00 to discount the whole balance.
Enter the Received date.
Type a Memo and/or a Credit Memo.
Click Done.
icon to select the discount code.These additional actions are found in the following sections. Manually posting patient payments, Applying EOBs & ERAs, Applying insurance payment only and Applying Credits.