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.

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.

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 โ€ขโ€ขโ€ข next to the discount label;

  • Click on the Delete option and confirm deletion in the opened window.

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