How do I Apply a Price Adjustment/Discount?
For each line item that is not private pay you can make adjustments to the price. Insurance Adjustments and Patient Discounts can be applied to an open or posted invoices.
NOTE: Although you can use adjustments for other purposes, they were intended to accommodate for insurance contract rates, which is the reason they are only available on items that are billed to an insurance.
1. Open the Invoice
Patient Tab > Summary tab > Scroll to the bottom to locate Invoices
2. Click Invoice number to open
3. Click on Patient Discount field on the line item you want to adjust (discount)
4. Screen splits and Discount area opens > Click Add Discount
5. Use the dropdown box to select a discount reason
6. If you select a PROMO reason the fields will auto-populate with the discount
7. Below is a table of how the various methods calculate:
Amount:
Lets you specify the $ amount to take off and is taken from the Insurance Responsibility.
Percent:
- % Original lets you specify a percentage to take off the Fee and then taken out of the Insurance Responsibility while ignoring adjustments and/or discounts that might already be applied.
- % Current works exactly like % Original except it takes previous adjustments and discounts into account.
Set Price:
You can set the amount you want to arrive at, leave the calculations to Uprise. It’s best used for discounts only; other calculation methods are better for adjustments.
8. Click Apply
9. Click Close after the discount is applied
