Default Discounts
Default Discounts are pre-configured discount templates that can be quickly applied during charge entry. Instead of manually calculating and entering discount amounts each time, you can create named discounts that are available with a single click.
Accessing Default Discounts
Select Setup > Default Discounts from the menu.
Setting Up Discounts
The Default Discounts dialog shows a grid of configured discounts:
| Column | Description |
|---|---|
| Shortcut | A quick-access code (e.g., "FMLY" for family discount, "STAFF" for employee discount) |
| Name | Descriptive name (e.g., "Family Discount", "Staff Courtesy") |
| Discount Amount | The dollar amount or percentage of the discount |
| Discount Procedure ID | The procedure code used to record the discount in the billing system |
| Procedure Description | Description of the discount procedure code |
Use the navigator to add, edit, or delete discount entries.
Using Discounts During Charge Entry
When entering a charge (see Entering Charges):
- Press F6 or click the Discount button
- Select from the list of configured default discounts
- The discount is applied to the charge
Common Discount Examples
- Family Discount - Reduced rate for family members of existing patients
- Staff Courtesy - Discounted services for practice employees
- Multi-Procedure - Reduced rate when multiple procedures are performed together
- Loyalty/Repeat - Discount for returning patients
- Promotional - Time-limited promotional pricing