You can create discount plans for your patients, that are automatically applied to invoices, and estimates. Discounts are located under the Groups in the Patient Profile.
Dentaltap - Patients Discounts Focus
Create Discount
Click on the New Discount button to create a discount. In the opened window fill out the details and click on the Create Discount button to confirm.
Dentaltap - Create Discount Form
Required fields:
Discount (%) - a discount percent value, from 1 to 99.
Optional fields:
Valid Until - discount will be automatically applied until a specific date;
Rules / Select Providers - discount will be applied only to specific providers;
Rules / Select Categories - discount will be applied only to specific price categories, for example, Consultation/Diagnostic/Restoration.
Update Discount
Once you added a discount, you can click on it to open the details. You can modify all the discount fields listed in the section above create-discounts.
Delete Discount
Click on the More Actions button β’β’β’ next to the discount label;
Click on the Delete option and confirm deletion in the opened window.