1.7.2 Fee Discount

A Fee Discount Adjustment is performed when the office is giving the patient a deduction in the cost of a service. This adjustment will decrease the balance on the account and will affect the accounts receivable total.

Applying a Fee Discount

1. Click on the Adjustment tab in the Transaction module
2. Click New
3. Select the Patient Adjustment Type
4. Select Decrease from the Balance field drop-down list
5. Slect FD (Fee Discount) from the Code field
6. Change the description to better define the reason for the adjustment (e.g. Family discount %20)
7. In the Amount field, enter the Discount amount
8. Click Save
9. The Adjustment Allocation window opens
10. Highlight the individual Treatment Line (not the Title/Bold Claim Line) the adjustment is to affect
11. Enter the discount amount in the Apply Amt field
12. Click the Apply button
13. Continue selecting treatment lines (not Title/Bold Line) and Apply until the Bal to Apply field is equal to 0.00
    Note: You can see the Balance and Amount applied in the last 2 columns of the Adjustment Allocations window.
14. Click Ok. The Discount is now complete and will be reflected on the ledger