Discounts applied towards treatments must be applied via an adjustment code to 'adjust' the cost of the procedure.
Let's delve into the workflow to get this done.
Watch this video for a step-by-step explanation.
- Select the patient using the Global Search bar.
- Hover over Clinical > select Chart.
Right-click on a Treatment Code > click Apply Discount.
Tip: You can also apply discounts to the same codes from the Treatment Planner. |
- Alternatively, you can click on the Discount hyperlink from any touchpoint to directly open the Apply Discount pop-up window.
In the pop-up window, enter the following information:
- Select whether you will apply this discount as a Percentage or as an Amount.
- If you have selected Percentage, enter the percentage for the discount.
- If you have selected Amount, enter the desired discount in dollars.
- If you have selected multiple treatments, check the Apply Proportionally box to split the discount across all selected codes, with each one reduced by the same rate.
- You can also modify the Net Fee and the difference amount will be automatically applied as the Discount Amount.
- Select the Discount Code that best suits the purpose of this discount such as Cash Discount, Military Discount, New Patient Discount, and so on.
- This is important as this information will appear on the patient's ledger, statement, or receipt as well as in your monthly reporting.
- The information you enter will be reflected in the fee estimate table below where you can see the Discount and the Net Fee after the discount is applied.
- Click Apply.
- When a discount is applied to a procedure code before completion, it will display an asterisk (*) next to the procedure code fee. Upon clicking on it, you will see the amount of the discount that has been applied.
You will receive a toast notification as shown below:
In the advanced planner, you can view the discount in the Discount column between the insurance breakdown columns and Pat. Payable column (previously Pat. Est).
Note: The 'Show Insurance Breakdown' checkbox appears only if the patient possesses both primary and secondary insurance. |
To remove a discount:
- Right click on the intended code.
- Click Remove Discount.
- Click Proceed on the warning pop-up.
Watch this video for a quick walkthrough.
If the discount is to be applied post-treatment completion, it can be applied while processing the patient's payment in three distinct ways as illustrated below.
Firstly, select the patient using the Global Search bar > click Payments.
Next, choose from the options below the one that most closely aligns with your requirements.
Method 1
- Select Regular Payment.
- Click + Add Global adjustment.
- Select the Adjustment Code.
- Add the Adjustment Amount.
- Zero out the Payment Amount.
- Review the selected Procedure Codes.
- Click Add Adjustment at the bottom right.
Method 2
- Select Adjustments Only.
- Click Add Global adjustment to add the Adjustment Code.
- Add the Adjustment Amount.
- Review the selected Procedure Codes.
- Click Add Adjustment at the bottom right.
Method 3
You can select either the Regular Payment or Adjustments Only option.
Note: When opting for Regular Payment, review the Payment Amount, and select the Payment Type. |
For either option:
You can manually add the adjustment to the desired line item by clicking the + icon against it.
- Select the Adjustment Type.
- Select the Adjustment Code.
- Add the Adjustment Amount.
- Click Add Receipt & Apply for the Regular Payment Option &
- Click Add Adjustment for the Adjustments Only Option.
Practices can use this simple guide to learn how to apply discounts to a treatment plan.