How to Add Patient-Specific Discounts

  • Updated

Need to offer a patient special pricing? Patient discounts let you automatically apply reduced rates to specific products, categories, departments, or even all billable items for an individual patient. This article walks you through setting up and managing patient-specific discounts so they're applied automatically during invoice checkout and when creating Quick Invoices.

 

When to Use This

Use this article when you need to:

  • Provide a patient with a discounted rate for a specific product or service
  • Apply discounts to an entire category or department
  • Create an ongoing discount for products and services
  • Limit discounts by quantity or expiry date

 

What You Need

Before you begin:

  • The patient profile must already exist
  • The products, categories, or departments you want to discount must be set up in the system
  • The Patient Discounts module must be enabled in your system (see below) 

 

Permissions

You need:

  • A staff profile with permission to edit patient information and discounts
  • Contact your clinic administrator if you do not have the required access
  • Access to the General System Settings (only to enable the Patient Discounts module) 

 

Adding Patient Discounts 

  1. Open the patient's profile 
  2. Select the Discounts tab

 

 

  1. Click +New Item 

 

 

  1. Enter the discount details 

 

Type 

Select how the discount should be applied: 

  • Product: Apply the discount to a specific product or service   
  • Category: Apply the discount to all items within a selected category
  • Department: Apply the discount to all items within a selected department
  • All Products: Apply the discount to every product and service for the patient 
Item

The available options depend on the selected Type: 

  • Product: Search for and select the product or service  
  • Category: Select the appropriate category
  • Department: Select the appropriate department 
  • All Products: Automatically applies to all billable items 
Allowed Quantity
  • Enter the maximum number of discounted items the patient can receive
  • Enter 0 to allow unlimited use
Used
  • Displays the number of times the patient has already used the discount 
  • This value updates automatically as invoices are processed 
Start Date
  • Displays the date the discount was created 
End Date
  • Enter an end date if the discount should expire 
  • Leave this field blank for an ongoing discount
Value

Choose how the discount should be calculated: 

  • Dollars Off: Deduct a fixed dollar amount 
  • Percent Off: Deduct a percentage from the price 
  • Each: Enter the amount or percentage to apply 

 

 

  1. Save your changes 

     

Result 

After the discount is saved:

  • The discount is automatically applied during invoice checkout and when creating Quick Invoices
  • The Used count increases each time the discount is applied
  • The discount stops automatically when the allowed quantity is reached or the end date has passed

 

Avoid Common Issues

  • Enter 0 in Allowed Quantity if the discount should be available indefinitely
  • Leave the End Date blank for ongoing discounts
  • Confirm that the correct product, category, or department has been selected before saving
  • Review discount settings carefully to avoid applying broader discounts than intended

 

Troubleshooting

The discount is not appearing on the invoice

Confirm that:

  • The invoice includes products or services that match the discount criteria
  • The discount has not reached its allowed quantity limit
  • The end date has not passed
  • The discount was saved successfully in the patient's profile

The discount stopped applying automatically

The discount will no longer apply if:

  • The allowed quantity has been fully used
  • The end date has been reached
  • The associated product, category, or department no longer matches the invoice items

The Discount tab does not appear in the patient profile 

The Discount tab only appears in the patient's profile if the setting has been enabled

  • Follow the direction under Enabling Patient Discounts 

Enabling Patient Discounts 

  1. Go to Settings
  2. Under System & Company Settings, select General
  3. Click Modules
  4. Navigate to the General section
  5. Find Patient Discounts and set to Enabled

 

 

Contact your clinic administrator if you do not have the required access 

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