How do we correctly set up a discount plan for a patient in SoftDent?
Currently, we have an insurance plan set up with name "Discount Plan" and no insurance company attached to it. Leaving the insurance company blank ensures that we don't accidentally file a claim, but when we're in a patient's transaction screen, we see that they have the discount plan and charge them accordingly.
This method automatically marks the procedures as needing to be filed with insurance, which means they show up when we run the Unsubmitted Insurance Report. We then go an manually mark them as not needing to be filed with insurance, but that can get cumbersome.
Thanks for your help!
Once you get to the (step 4) -> where you are adding the schedule name and detail. You will then see (Type , Value) change to fixed amount as seen in the example below:
I hope this answer your question!
How does that work for different procedure codes? For example, the fee for code 1110 needs to be $66. But for code 0274, it needs to be $39.
Thanks for your help. I'm sure this is something obvious, and I'm just not seeing it.
The Discount Schedule that RicSheika suggested would work well for someone who didn't have insurance and received fixed percentage or a flat rate discount. (For example 10% off for being a senior citizen or $50 off each visit.)
Based on the last piece of information you provided: a specific discounted fee for each procedure code, a discount schedule would probably not work for you. I'd recommend continuing to use your "discount insurance" plan - set it up as a Flat Fee PPO and add an allowance table in order to enter the fee for each procedure code. You can set the plan up to write off at time of service, so your regular fees charge out to the patient's ledger and a write off is automatically applied to bring it down to the discounted rate. (By doing this, a report can be run to track the amount being written off for patients due to using this plan.)
As far as getting around the insurable check box - go ahead and attach an insurance company (feel free to make a fake one titled "do not send" or something in case a claim actually gets printed and on the red claim filing tab, mark "benefits to patient". Once transactions are posted allow the claim to print to screen or print preview then close it without actually printing to save the paper. The Benefits to Patient option will then allow you to not track the claim, and the patients will not show up on the unsubmitted claims report.
Hope this helps. If you or other staff in your office would like to purchase any additional insurance training, I'd love to help!
Some of us offices have an "In House" plan for those patients who don't have insurance. It is my understanding that you have to make sure those plans avoid even the appearance of dental insurance plans. I think the above post of creating a discount plan (if similar to the in house plan) and setting it up as an insurance plan may be problematic, in my opinion.
Thank you for your response! This is exactly what we want to see - those of you who work with the software day-to-day, helping us make sure we are giving the best instruction possible to our valuable clients. Based on what you are describing for the "in-house discount plan", I'd refer back to RicSheika's original response. This allows a patient to receive a discount (percentage or flat fee) off your regular fees without involving an insurance plan. Is this what you use in your office?
Will we see you at the Dental Summit in Vegas? If you haven't signed up and would like to go, I can give you the trainer's promotion code for a nice discount.
I hope you have a wonderful day!