How do I apply a discount to a patient's account?
Our recommended best practice for applying a discount is to chart a discount treatment item. This allows for reporting on discounts, but be aware that this means the discount will be deducted from the practitioner's takings.
If you do not wish for the discount to be deducted from the practitioner, don't use the discount charting method - add as a line item to the invoice instead (this will mean reporting on it isn't possible).
Apply a discount via the chart
This is deducted from practitioner balance, and is better for reporting:
💡 Top tip: If the invoice already exists, you will need to delete the invoice first before proceeding with the steps below. In the patient record, go to the 'Account' tab.
Go to the relevant treatment plan in the 'Chart' tab.
Add the discount item you need. If you don't already have a discount treatment item, you can use these steps to create one.
Set the discounted amount as a minus number eg -20.
Ensure the practitioner assigned to the treatment plan is the one you wish for the deduction to be taken from.
Tick the items as complete, and charge the invoice through to the patient's account. The discount will now appear in their invoice.
Apply a discount via the invoice
This is not deducted from practitioner balance, but can't be reported on:
In the patient record, go to the 'Account' tab.
Click the edit ✏️ button to the right of the invoice amount (this will only be visible if the invoice is unlocked - if it is locked, you won't be able to edit it).
With the invoice open, click 'Add line item'.
In the new line that appears, name the discount in the box on the left, and add the amount to discount in the 'Unit Price' column. You will need to add this as a minus number eg -£20.00.
