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Discount Priority

Learn the order in which discounts are applied in Instinct EMR!

Updated over 3 months ago

There are 4 tiers of Discounts:

  1. Line Item level

  2. Invoice level

  3. Patient level

  4. Account level

💡 A few things to keep in mind:

  • If the Account or Patient level has a discount applied, that will be used by default on the Invoice.

  • If both the Account and Patient level have a Discount, then the Patient’s Discount will be used.

  • Adding, changing or removing an Account level Discount will update the Discount used on the invoice.

  • Adding, changing, or removing a Patient level Discount will update the Discount used on the invoice. It will also take priority over the Account level Discount if there is one.

  • Changing an Invoice level Discount will not affect any applied Line Item discounts.

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