Merge Discount Plans

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.

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. Click OK.