Discount Plans

The Discount Plan feature is useful for practices that offer in-house discount plans for patients that do not have insurance. This feature uses discount adjustments to reduce the full procedure fee. The adjustment amount is calculated by subtracting the discount plan's procedure fee from the provider's UCR fee.

There are three main steps to create a Discount Plan:

  1. Create the adjustment type that will be used for the discount plan's adjustments.
  2. Create the discount plan's fee schedule and enter its fees.
  3. Create the discount plan (associate the adjustment type and fee schedule).

Step 1: Create the adjustment type

This adjustment type will be associated with all adjustments for the discount plan. Also see Definitions: Adj Types.

  1. In the Main Menu, click Setup, Definitions, Adj Types.
  2. Click Add.
  3. Name the new adjustment type, enter dp to flag it as a discount plan adjustment, then click OK.

    If you have multiple discount plans, consider creating an adjustment type for each plan to track adjustment totals.

Step 2: Create a fee schedule for the discount plan and enter its fees

There are two options. Also see Procedure Fees.

Step 3: Create the Discount Plan

  1. In the Main Menu, click Lists, Discount Plans.

    The Pats column lists the number of patients currently using this discount plan.

  2. Click Add.
  3. Enter the name of the discount plan in Description.
  4. Click [...] to select the discount plan's Fee Schedule.
  5. Click the Adjustment Type dropdown to select the adjustment type to use for the discount plan. Only adjustment types flagged as dp are options.
  6. View the number of Patients currently using this discount plan. Click the dropdown to view the list of names.
  7. Click OK to save.
Note: The Insurance Plan Edit security permission is required to add or change discount plans.

Merge Discount Plans

Merging Discount Plans will combine two discount plans into one and reassign patients as needed. The fee schedules of each plan must differ. This is useful when you create a discount plan by mistake, or want to discontinue a plan.

  1. In the Main Menu, click List, Discount Plans.
  2. Click Merge.
  3. Plan to merge into: Click Change and select the discount plan to keep. This plan will be assigned to all patients who have the from plan.
  4. Plan to merge from: Click Change and select the discount plan to remove. Patients who have this discount plan will be reassigned the into plan.
  5. Click Merge.
  6. A confirmation message will show. Click Yes to proceed.
  7. A message will indicate when plans merged successfully. Click OK.

Remove/Hide Discount Plans

Hidden discount plans will not show in the Discount Plan list unless Show Hidden is selected. Only discount plans not associated to patients can be hidden.

  1. In the Main Menu, click Lists, Discount Plans.
  2. Double click the discount plan to hide.
  3. Check the Hidden box.
  4. Click OK to save.

Run the Discount Plans Report to view a list of all or a specific discount plan, the associated fee schedule, adjustment type, and patients using the plan.