💡Top Tip: to follow this guide in its entirety, please ensure you have already followed the claim process here and have received the statement for the claim you wish to reconcile!
How to add a discount to a CDBS/medicare claim?
You can only add a claim discount during the reconciliation process of a claim after you have received your statement.
Navigate to the patient's 'Account' screen.
Under the 'Payments' section, click 'View' on the claim you wish to reconcile.
Click 'Reconcile' in the bottom left of the view claim screen.
Add your rebate amounts form your statement in the 'Rebate' column and click 'Next'.
The discount box will be highlighted in blue.
Choose from the drop-down your desired discount option, the following options are available to choose from:
No discount changes: No discounts are applied. (selected by default)
Apply total discount: A total discount value is added, and the discount is automatically distributed and allocated against each line item.
Apply line discount: A discount is added to each line item manually.
Apply total discount to a claim
Select 'Apply total discount'
The 'Discount' column and 'Total discount' field will appear.
Simply enter the discount amount into the 'Total discount' field. This could be a partial or full discount.
This will then be applied proportionately across the line items and will show in the 'Discount' column.
📝 Please note: If changing between discount options, your settings will remain if 'Apply total discount' is reselected. You will, however, have to re-apply this discount amount to continue.
Apply line discount to a claim
When selecting 'Apply line discount' a 'Discount' column is displayed next to the 'Gap' column.
Enter a value into the discount column for each invoice item that you wish to apply a discount for.
The total remaining balance will be updated accordingly when a discount is applied.
📝 Please note: If changing between discount options, your allocated discount amount will be reset to $0.00 if 'Apply line discount' is reselected.
No discount changes on a claim
Select 'No discount changes' from the discount options drop-down in the blue box.
Click 'Finish'.
You will be presented with a warning screen asking if you are sure you wish to continue without adding or amending any discounts (see image below). You will have two options to choose from:
Select 'No' to go back to apply discounts.
Select 'Yes' to complete the claim reconciliation process.
Why am I seeing an error when adding a claim discount?
You must ensure the discount meets the following specifications, or an error will appear: the following applies to both total and line item discounts.
🚨 Negative amounts cannot be entered
Error: The error message 'Discounted amount cannot be negative' will display if you try and enter a negative amount.
To resolve: Adjust the discount to a positive value to continue.
🚨 Amounts greater than the invoice balance cannot be used
Error: Adding a discount larger than the claim balance will display the following error 'Discounted amount total must be less than $' insert claim amount''
To resolve: Adjust the discount amount to be equal to or less than the claim amount.