Discounts can be applied to Accounts from the following screens:
New Account
Edit Account
New Patient (Account section)
Edit Patient (Account section)
A tooltip is also available explaining the impact of this discount.
💡 A few things to keep in mind:
Adding an Account Discount automatically applies to any current and future Invoices for all associated patients, unless any of the patients have an individual discount set. If a patient has an Individual Discount in addition to an Account Discount, the Individual Discount will trump the Account Discount.
Please note that although the Account Discount is applied to the patient, the discount amount is not shown on the patient registration screen at this time.
Editing or removing a discount in the Admin section that’s associated with an Account will only update any current invoices for these patients.
Past Invoices will never be changed. If a past Invoice needs to be adjusted, please contact us at [email protected].