The Discounts section is the 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 onto an Invoice. Click here 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 the Admin section in Instinct app.
Select the option to create a new discount.
Enter the required discount details, such as name and rate.
Click save.
Once saved, return to the relevant invoice and use the Discount button at the bottom of the invoice to apply the newly created discount.
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%.
Editing discounts
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.
Excluding products from discounts
Individual products can be excluded from discounts:
Go to Products Admin and select the product.
Toggle Exclude from Discounts to ON (orange).
You can also apply specific discounts directly to invoices:
Open an active invoice.
Select the Discount button at the bottom.
Choose the desired discount type.