Discount Plan

For patients without insurance, a Discount Plan can be added to offer office defined discounts.

In the Family Module, double-click an existing discount plan.

Alternatively:

Note: To make edits to a plans Annual Max or Frequency Limitations, see Discount Plans.

Add a Discount Plan

In the Family Module toolbar, click Discount Plan. The Discount Plans list will display.

Double-click a plan from the list or, highlight a plan and click OK to add the plan to the patient. If a plan is not listed, click Add to create a new plan. See Discount Plans.

Once a plan is selected, make any necessary changes to the Plan Note and Subscriber Information on the Discount Plan Subscriber Edit window.

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.