I've attached a PDF with the steps on setting up the automatic codes with the assumption of being used for a 'discount plan' of sorts.
Let me know if you have any questions.
Yes, that's been a concern. However, the software construct called "insurance plan" in Practice Works works reasonably well to address the need of a membership plan without the extreme overhead of other methods. So we opted for being very clear in the our literature that is not an insurance plan, and we have a T&C doc that the pt signs also indicating that.