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.
Select Patient > A/R Control.
Enter your Search Criteria or Load a Search Filter.
Click the Charge Status drop-down menu and select your status and filters.
The search results page will display patients who match your search terms.
Place a checkmark next to the patient(s) you want to include in a specific batch action.
Click and select Apply Discount.
Use the Apply on Charges drop-down menu to select the types of charges to apply the discount towards.
Select the Discount Code using the search field.
Enter the Discount % and Min. Charge Amount or Check the Discount charge balance to $0.00 to discount the remaining balance.
Optional: Populate the Received Date field for the discount.
Optional: Enter a Memo line.