There are many varialbes which will effect whether a discount is given. Is the patient paying on the day? Is this a consult or a supply eg tape? Is this a prvate patient or part of a sporting club? For these and other reasons there are both automated and manually enterable discounts at the Patient Type, Indiivdual Patient, Item Type, Visit entry and Payment stages. (All disocunt types can be overriddent at the Visit and Payment entry stages.) Following is a list of how discounts can be applied:
1. Patient Type
If you give a discount for eg Payment on the day or to a Sports Club you can set a permanent disocunt for all of a particular Patient Type. If you give a discount for a Patient Type then enter it under Main Menu / Admin / Auto Visit dsocunts.
2. Individual Patient
As well as whole Patient Type discounts automatic Individual discounts on a patient by patient basis are possible. Go to Patient Details / Extra Details and change or enter the Auto Visit Discount to the appropriate amoutn. This type of individual discount may be for a friend for example.
3. Item Type
Discounts will often be given for Consults but not for Supplies. Under Items / Alter you can set whether discounts apply or not to the particaulr item. For instance if you give a $5 discount to all Private patients (set under Discount type 1) for eg. payment on the day you will probably not want this discount to apply to braces or tape.
4. Visit Entry
Discounts can be applied when entering a Visit. The discounts can be a selected amount or percent of the visit. When entering a Visit, and prior to clicking a Save button, you can enter the amount or percent below the Apply Discount button on the right of the screen. Clcik the Apply Discount button and this discount will be entered in the Discount field and automatically applied when a Payment is made.
5. Payment Entry
When entering a Payment discounts can also be applied. The discouns can be per visit or on a percentage basis. When entering a Payment and prior to clicking a Save button you can enter the amount or percent in the centre right of the Payment screen. Click the Apply Disocunt button and this discount will be added to the Discount field and automatically applied to the payment.