Discount Plans Report

Run the Discount Plans to get a list of patients currently assigned to a discount plan.

In Standard Reports, in the Lists section, click Discount Plans.

This report is a list of all Discount Plans in use, with the associated fee schedule, adjustment type, and effective and term dates of patients using the plan.

To control user access to this report, see Report Setup: Security Permissions.


To filter the report to a specific discount plan, enter it in the box. To include all plans leave blank. Any discount plans containing matching text in their name will be included in the report (e.g., if Discount is entered, Discount Plan 1 and In-House Discount Plan will be included)

Click OK to generate the report.

Report Preview

Below is an example of the report and explanation of the report columns.

For a description of toolbar buttons, see Complex Report System.

The number of patients is totaled at the bottom of the last page of the report.