Managing Discount Plans

A Discount Plan can be dropped, hidden, or merged.

Drop: Drop a plan when a patient no longer uses it, but it still exists.

Hidden: Mark a plan as hidden when it is no longer an option for patients. It will no longer show as a selection option.

Merge: Use this plan to combine two discount plans into one and reassign patients. See Merging Discount Plans.

Drop a Discount Plan

There are two ways to drop a plan.

Option 1

  1. In the Family Module, select the patient,
  2. Click the Discount Plan dropdown, Drop Discount Plan.

Option 2

  1. In the Family Module, select the patient.
  2. Double click the discount plan area to open the Edit Discount Plan window.
  3. Click Drop.

Remove/Hide Discount Plans

Discount plans in use can be hidden and the patient will remain on the plan. Hidden discount plans will not show in the Discount Plan list unless Show Hidden is selected.

  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.