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.
Any user with the “admin_discounts” permission can manage Discounts in Admin.
Adding New Discounts
New Discount Classes can be created by clicking on the “+New Discount Class” button at the top of the Discounts Admin page. Follow these steps for creating a new discount:
Navigate to the Admin section in the Instinct app.
Select the option to create a new discount.
Enter the required discount details, such as name and rate.
Enter a Name and Rate for the Discount Class, and then 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.
📝 Please Note: The Rate saves up to 3 decimals, but the percentage will round to 2 decimal places after saving (5.788% will display as 5.79%, for example). The Rate must also be greater than 0%.
Editing Discounts
To Edit or Delete a Discount Class in Admin, simply click the 3-dot menu followed by Edit or Delete. To rename an existing discount, select the discount in the Admin section, access the 3-dot menu, choose Edit, update the name, and save the changes. For creating a new discount while keeping the old one active, follow the steps in the new discount setup process.
When a discount is deleted that was used on the Invoice level, it is automatically replaced by a Patient or Account level discount, if one exists.
When deleting a Discount Class, a warning will appear alerting that the Discount Class will be removed from any associated Client Account, Patient Account, or current Invoices. Past Invoices will not be affected, but if a discount on a past Invoice needs to be modified, please contact us at [email protected].
💡 ProTip: Individual Products can be excluded from any Discounts by editing the Product in the Products Admin page and moving the toggle next to Exclude from Discounts to the on (orange) position. 💡 You can apply specific discounts to invoices directly by selecting the Discount button at the bottom of any active invoice and choosing your desired discount type.