Apply Discount

The Apply Discount Batch Action is a convenient way to apply a discount to multiple patients at a group level without the need to do it one patient at a time. 

For example, this option can be used to provide a patient with a referral discount or a new patient discount.

Who can use this feature?

Users with the Debit/Credit permission can apply debit codes with in the A/R screen.

  1. Select Patient > A/R Control.

  2. Enter your Search Criteria or Load a Search Filter.

  3. Click the Charge Status drop-down menu and select your status and filters.

  4. Click.
  5. The search results page will display patients who match your search terms.

  6. Place a checkmark next to the patient(s) you want to include in a specific batch action.

  7. Click and select Apply Discount.

  8. Use the Apply on Charges drop-down menu to select the types of charges to apply the discount towards.

  9. Select the Discount Code using the search field. 

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

  11. Optional: Populate the Received Date field for the discount. 

  12. Optional: Enter a Memo line.

  13. Click Save.