How do I apply a discount to a patient's account?
How you apply a discount depends on how you want the discount to be deducted.
If you want the deduction to come out of the practice's balance, we recommend adding the discount as a line item in an invoice, as you would do when adding a sundry item:
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.
If you want the deduction to come out of the specific practitioner's balance, we recommend doing so from the treatment plan:
💡 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. Click the bin 🗑️ icon 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).
If an invoice does not already exist, this step can be ignored.
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.