The Discounts section is where Discount Classes and associated Discount Rates can be created and managed. Active items in this section can be applied to Client Accounts, Patient Accounts, or added directly to an Invoice. View our Discounts articles to learn more about using Discounts in Instinct EMR.
Note: Any user with the admin_discounts permission can manage Discounts in Admin.
Adding new discounts
Follow these steps for creating a new discount:
Navigate to Admin → Practice → Discounts in Instinct.
Select New Discount Class.
Enter the discount name and percentage rate of the new discount.
Click Save.
Note:
The Rate accepts up to 3 decimals but will display rounded to 2 decimals (e.g., 5.788% → 5.79%).
The Rate must be greater than 0%.
Edit or delete a discount
To edit a Discount Class:
Click the 3-dot menu next to the Discount Class.
Select Edit.
Update the fields, and click Save.
To delete a Discount Class:
Click the 3-dot menu and select Delete.
A warning will appear:
If the discount is associated with any Client Accounts, Patient Accounts, or Invoices, it will be removed from those items.
Past invoices will not be affected.
If past invoice discounts need adjustment, contact [email protected]
Note: When a Discount Class is deleted from an Invoice-level application, it will automatically default to a Patient-level or Account-level discount, if available.
Exclude individual products from discounts
Go to Admin → Inventory → Products
Toggle Exclude from Discounts on.
Select Save.
Apply a discount to an invoice
Select an open invoice.
Choose Add Discount at the bottom of the invoice.
Choose the desired discount type.
The discount will be applied to all line items on the invoice.
Still need help?
Contact support via live chat or email [email protected].