Discount Plans

There are three main steps to create Discount Plan:

  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

This adjustment type will be associated with all adjustments for the discount plan. Also see Definitions: Adj Types.

  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.
    Note:

    If you have multiple discount plans, consider creating an adjustment type for each plan to track adjustment totals.

Step 2: Create a fee schedule for the discount plan and enter its fees

There are two options. Also see Procedure Fees.

Step 3: Create the Discount Plan

  1. In the Main Menu, click Lists, Discount Plans.

    The Pats column lists the number of patients currently using this discount plan.

  2. Click Add.
  3. Enter the name of the discount plan in Description.
  4. Click [...] to select the discount plan's Fee Schedule.
  5. Click the Adjustment Type dropdown to select the adjustment type to use for the discount plan. Only adjustment types flagged as dp are options.
  6. View the number of Patients currently using this discount plan. Click the dropdown to view the list of names.
  7. Click OK to save.