Posting Payments > Handling Discounts

Adding a Discount

To add a discount:

1. Select System > Discount Schedule. The Discount Schedule List window is displayed.

2. Click Add. The Discount Schedule window is displayed.

3. Type a discount name, and select the transaction code number to which the discount will be applied.

4. Select the discount type from the Type drop-down list.

5. In the Value field, type the percentage or dollar amount.

6. Select an option from the Post drop-down list:

7. To create one credit discount transaction per visit:To create one credit discount transaction per visit:Select Per Visit.

8. To apply a discount transaction for each posted discountable procedure:To apply a discount transaction for each posted discountable procedure:Select Per Line Item.

• Do not use this posting method when creating a fixed discount type.

7. Select an option from the Rounding drop-down list:

8. To apply no rounding to the discounted amount:To apply no rounding to the discounted amount:Select None.

9. To round the discounted amount up to the nearest amount:To round the discounted amount up to the nearest amount:Select Up and select the amount in the Nearest drop-down list.

10. To round the discounted amount down to the nearest amount:To round the discounted amount down to the nearest amount:Select Down and select the amount in the Nearest drop-down list.

11. To round the discounted amount up or down to the nearest amount:To round the discounted amount up or down to the nearest amount:Select Closest and select the amount in the Nearest drop-down list.

• You can select $1.00, $.50, and $.25 from the Nearest drop-down list.

8. To restrict the discount to a set of procedure codes, select Enable, and select the starting and ending codes from the drop-down lists.

9. Type any discount notes in the Notes field. The notes are not displayed elsewhere in the software.

10. To set this discount as your current special, select set as current.

11. Click OK.