Discounts can be applied to individual Patients via the following screens:
New Patient
Edit Patient
New Account (Patient section)
Edit Account (Patient section)
A tooltip is also available explaining the impact of this discount.
💡 A few things to keep in mind:
Adding a discount to a Patient automatically applies this discount to any current and future Invoices. If a patient has an Individual Discount in addition to an Account Discount, the Individual Discount will trump the Account Discount.
Changing/removing a Patient discount updates any current invoices associated with the patient.
Past Invoices will never be changed. If you need a past invoice discount updated, please contact us at [email protected].