In situations where you would like to apply a discount that was left off an original paid visit invoice, your team will want to use 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
The invoice balance should change from $0.00 to a credit from the discount
Navigate to the Payment Panel
Issue a standard refund to the clients original form of payment
Check the patient out and close 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
Issue a standard refund to the clients original form of payment on the current invoice for the negative invoice balance. It is always best to record payment notes over-communicating the refund details
Close the invoice