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Discount Plans

The discount plan feature is useful for practices that offer in-house discount plans (e.g. for patients that do not have insurance). This feature uses discount adjustments to reduce the full procedure fee. The adjustment amount is calculated by subtracting the discount plan's procedure fee from the Provider's UCR fee.

Create a Discount Plan
Attach a Discount Plan to a Patient
View Discount Amounts in the Treatment Plan Module
Drop a Discount Plan
Merge Discount Plans
Remove/Hide Discount Plans

Below is a quick overview of how to start using discount plans.

  1. Create the discount plan.
  2. Attach the discount plan to the patient (instead of insurance).
  3. Enter treatment planned procedures.
  4. In the Treatment Plan module, fee estimates will consider discount plan fees.
  5. When a procedure is set complete, an adjustment attached to the procedure will be automatically added to the patient's account (Adjustment = Provider's fee - Discount Plan fee).

Notes

  • Patients can have a discount plan or an insurance plan, not both.
  • The Insurance Plan Edit Permission is required to add or change discount plans.
  • To set up a membership discount plan in version 16.3 and earlier, see Membership Discount Plans.

Create a Discount Plan
There are three main steps:

  1. Create the adjustment type that will be used for the discount plan's adjustments.
  2. Create the discount plan's fee schedule and enter its fees.
  3. Create the discount plan (associate the adjustment type and fee schedule).

Step 1: Create the adjustment type that will be associated with adjustments for the discount plan.

  1. In the main menu, click Setup, Definitions, Adj Types.
  2. Click Add.
  3. Name the new adjustment type, enter 'dp' to flag it as a discount plan adjustment, then click OK.

Step 2: Create a fee schedule for the discount plan and enter its fees. See Enter Procedure Code Fees. You have two options:

Step 3: Create the Discount Plan.

  1. In the main menu, click Lists, Discount Plans.



  1. Click Add.



  1. Description: Enter the name of the discount plan.
  2. Adjustment Type: Click the dropdown to select the adjustment type to use for the discount plan. Only adjustment types flagged as 'dp' are options.
  3. Fee Schedule: Click [...] to select the discount plan's fee schedule.
  4. Click OK to save.

Attach a Discount Plan to a Patient

Discount plans can only be attached to patients with no insurance.
  1. In the Family module, select the patient.
  2. In the toolbar, click Discount Plan.
  3. Select the Discount Plan to apply. It will list under a Discount Plan area (replaces the Insurance Plan area).

Double click in the Discount Plan area to change the plan's description, adjustment type, or fee schedule.

View Discount Amounts in the Treatment Plan Module
In the Treatment Plan module, fee estimates will consider the discount plan. To show the discount amount in the Procedures grid:

  1. Add DPlan to TreatmentPlanModule in Display Fields.
  2. In the Treatment Plan, double click the unsaved Treatment Plan (active or inactive), and set the Plan Type to Discount.

Drop a Discount Plan
There are two ways to drop a discount plan from a patient:

  1. In the Family module, select the patient, double click the discount plan area, then click Drop on the Discount Plan Edit window.
    OR
  2. In the Family module, select the patient, then click the Discount Plan dropdown, Drop Discount Plan.

Merge Discount Plans
Merging discount plans will combine two discount plans into one and reassign patients as needed. To merge, the fee schedules of each plan must differ. This is useful when you create a discount plan by mistake, or want to discontinue a plan.

  1. In the main menu, click List, Discount Plans.
  2. Click Merge.



  1. Plan to merge into: Click Change and select the discount plan to keep. This plan will be assigned to all patients who have the 'from' plan.
  2. Plan to merge from: Click Change and select the discount plan to remove. Patients who have this discount plan will be reassigned the 'into' plan.
  3. Click Merge.
  4. A confirmation message will show. Click Yes to proceed.
  5. A message will indicate when plans merged successfully. Click OK.

Remove/Hide Discount Plans
Hidden discount plans will not show in the Discount Plan list unless 'Show Hidden' is selected. Only discount plans not associated to patients can be hidden.

  1. In the main menu, click Lists, Discount Plans.
  2. Double click the discount plan to hide.
  3. Check the Hidden box.
  4. Click OK to save.

 

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