For patients without insurance, a Discount Plan can be added to offer office defined discounts.
In the Family Module toolbar, click Discount Plan.
Select from the Discount Plans list to add to the patient. It will list under a Discount Plan area (replaces the Insurance Plan area). Discount Plans cannot be attached to patients who have insurance.
Double-click in the Discount Plan area to change the plan's description, adjustment type, or fee schedule.
In the Treatment Plan module, fee estimates will consider the discount plan. To show the discount amount in the Procedures grid:
There are two ways to drop a discount plan from a patient: