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mbusinelle
Premolar I

%discount in ledger

Is there a way to have % discounts appear in some ledgers when checking a patient out that we know for certain get a discount on services?  

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jdowner
Moderator
Moderator

Re: %discount in ledger

I have a couple of questions just to clarify what it is you're asking. 

This discount, is it one that will be used for things such as employee, senior, or military-type discounts? and would it apply to the entire checkout total?  or is it one that would only apply to patients who are using an in-house discount plan?

would you want it to automatically apply at the time of checkout or are you wanting just something to show you that the patient in question will receive a discount so that you can manually enter in the needed adjustment?

Johnathan Downer | Technical Support Analyst
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mbusinelle
Premolar I

Re: %discount in ledger

It will be a senior discount or employee discount and would apply to full checkout total.  

 

Would like for it to automatically apply at the time of checkout(so we dont forget..lol)

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jdowner
Moderator
Moderator

Re: %discount in ledger

In that case, here are the steps needed to set up that type of discount code.   If you need any assistance let me know.

 

Automatic Adjustments can be set up as either a percentage or as an exact dollar amount. Follow the steps below:

  1. With PracticeWorks open, click Lists
  2. Click Transaction codes
  3. Select the Automatic Codes radio button
  4. Click Add
  5. If an abbreviation will be used for the new code, enter it in the Abbreviation field
  6. Type a description of the code in the Description field
  7. Make sure that Code Type is set to Adj (other)
  8. Since the code will be used as a write-off, make sure that Decreases balance is selected
  9. If the Adjustment will be computed as a percentage, make sure that Computed as a percentage is selected, and then enter the percentage amount in the field below it. (It is also possible to specify an exact dollar amount by selecting alternate options at this point)
  10. Select By default, all other transaction codes are included in the calculation of this adjustment

       

jdowner_0-1611950697878.png

 

  1. Click OK to save the changes and return to the Transaction Code List
  2. Click on the Automatic radio button in the Transaction Code List
  3. Highlight the new Automatic Code that was just created
  4. Click Edit
  5. Click Turn on/off auto adjustments for this code
  6. Listed in the box will be Included in calc of (name of code). In the Value space to the right of this entry, click until the value says Yes

       

jdowner_1-1611950697901.png

 

  1. Click Close
  2. Click OK to save and close the Automatic Adjustment Definition screen
  3. Click Cancel to close the Transaction Code List
  4. To test the new Code, go to the Clipboard of a Patient to whom the Adjustment should be charged
  5. Click Other info
  6. On the Other Information screen, click repeatedly in space to the right of the Auto add (name of code) option until the word Yes appears in the Value field
  7. Click Close
  8. The Automatic Adjustment has now been created. It can be applied either during the Check Out process, or by adding the Code directly to the Patient's Ledger. The actual numeric adjustment will be calculated (and will appear on the Ledger) during the final stages of the Check Out
Johnathan Downer | Technical Support Analyst
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