In situations where you would like to apply a discount that was left off an original unpaid visit invoice that is now closed, your team will want to use the consider the following steps:
If the invoice was closed within the last 24 hours, you can reopen the invoice and add the discount using the below steps:
Navigate to the Invoice
Click on Reopen Invoice at the bottom of the invoice.
Add the discount by clicking on the ‘Add Discount’ button at the bottom of the screen
Proceed to either taking payment on the account or checking the patient out and closing the invoice
If the invoice was closed over 24 hours ago, you can apply a discount using the below steps:
Navigate to the patient’s invoice screen (patient does not need to be checked in)
Click +New Invoice at the top of the Invoices column
Enter the Reason for Invoice and select Provider
Add a line item for the discount. If your hospital does not have a product titled ‘Discount,’ you may use a miscellaneous product and rename it ‘Discount’
Calculate the dollar amount that would have been discounted from the previous visit invoice and record that amount as a negative price for the product
Navigate to the Payment Panel and issue a refund on the current invoice using Payment Type ‘Refund’ and Payment Method ‘Other’ for the negative visit balance. It is always best to record payment notes explaining the situation (we recommend including the invoice ID)
From the Payments panel, select the previous visit invoice from the drop down (the invoice that the discount was meant to be applied to)
Apply a payment to this visit using Payment Type “Payment” and Payment Method “Other” for the amount of the refund just processed and make a note regarding the discount applied
Close the invoice