Description
A Fee Discount is used when a treatment is to be discounted. When this adjustment is done it will print on the receipt as “Courtesy Discount” allowing the patient to see exactly what discount they are getting. This adjustment WILL decrease the balance on the account, and it WILL affect your accounts receivable total.
Step-by-Step
- Open the patient in Transactions.
- Click on the Adjustments Tab.
- You must decide whether this is an insurance adjustment or a patient adjustment and click the appropriate choice. This adjustment should not be done if the patient has insurance, but it is up to each office.
- The date will appear automatically. Tab and in the Balance box, select Decrease. In the Code box, select FD Fee Discount.
- Tab and type in the amount that you want to decrease the balance by
- Click Save.
- Highlight the treatment line that will be affected by this adjustment and then fill in the Apply Amount then click on Apply.
- Click OK once the entire amount has been allocated.
The amount has now been taken off the balance owing on the account.
Additional Resources
Adjustment Training Video – A more in-depth demonstrations of transaction adjustments.
