I offer discounts - how do I handle that?

If you offer a sliding scale or another kind of discount for selected patients/clients, you have two sets of options:

  • Option A: manually adjust the rate (best for once-off discounts): In Charts>Billing>Transactions>Add Transaction, or at the bottom of a note, enter the discounted payment amount instead of the actual payment amount. In the future, just enter this amount each time you bill for your services.
  • Option B: Automate the process - here's how:

1.  Create a new rate table specifically for your discounted rates.

2.  Set that rate table as the default in the appropriate chart(s).

Click here to go to the billing codes overview page.

That's it! If you have any questions, please contact us.

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