doctom4300

Discount Plans

Discussion created by doctom4300 on Sep 29, 2016
Latest reply on Jun 29, 2017 by mdunham

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! 

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