Posting Payments > Handling Discounts

Running the Patients By Discount Report

The Patients By Discount report generates a list of patients assigned to a specific discount schedule.

For each patient, the report includes:

To run the Patients By Discount report:

1. Select Reports > Patient > With Discounts. The Output Options window is displayed.

2. Select the output option, and click OK. The Patient List Report window is displayed.

3. Select the discount, and select the starting and ending patients from the drop-down lists.

4. Select an option:

5. To include information for patients with a specific user code:Type the code in the Include field.

6. To exclude information for patients with a specific user code:Type the code in the Exclude field.

5. If you are exporting the report to Excel, the following options are selected:

6. Print Raw Data:Each piece of data in the report is placed in a separate column on the Raw tab.

7. Print Formatted Data:The report information is displayed in the same manner as if it were sent to the printer on the Formatted tab.  

Deselect an option if you do not want that type of data to display. If you leave both options selected, the report information is displayed on two tabs in the Excel spreadsheet.

6. Deselect Include Color/Shading if you do not want shading on the report.

7. Click OK.

8. The ADA/Transaction Codes report contains a column that indicates if the code is included in the discount schedule.