Our office has setup the ability to apply discounts on Treatment Plan procedures. We indicate a procedure to receive a discount, but we don’t see any discount shown on the Treatment Plan screen. Where will we see the discount applied?

In setup/account info:

·   indicate the maximum allowable discount percentage

·   indicate the adjustment code "AC014 : ADJ OFF - Courtesy Discount" – this is the text description that will show in the patient ledger when the discount is applied upon posting the procedure

In the Treatment Plan screen, select the desired procedure(s) for discount by clicking the box on the left side of the procedure.

Click the Discount button, and indicate the desired percentage discount. A “D” in the D column (far right of the screen) shows; a mouseover of the procedure’s D will reveal the discount percentage amount.

In the word selection “Print” and “Treatment Plan”, the discounted procedures are indicated by a * next to the procedure's fee. The discount amount is shown on the left side of the report, directly beneath the treatment plan procedures.

When the procedure is posted, the discount will be calculated. The full fee will be charged for the procedure. Separately, the discount amount will be shown for "ADJ OFF - Courtesy Discount"