Discount plans can be merged into one and reassign patients as needed.
In the Main Menu, click Tools, Misc Tools, Merge Discount Plans.
- Alternatively, in the Main Menu, click Lists, Discount Plans, 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.
- Merging discount plans is logged in the Audit Trail.
- 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.
- 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.
- Click Merge to combine the plans.
- A confirmation message will show. Click Yes to proceed. A message will indicate when plans merged successfully.