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It changes the amount billed to the patient; it does not record money received or return money already paid.",[352,395,397],{"id":396},"open-the-patients-discounts","Open the patient's discounts",[399,400,401,409,416,427],"ol",{},[360,402,403,404,408],{},"Open ",[405,406,407],"strong",{},"Patients"," and select the patient.",[360,410,411,412,415],{},"In the patient profile, open the ",[405,413,414],{},"Discounts"," card.",[360,417,418,419,422,423,426],{},"Review the existing discount rules and their ",[405,420,421],{},"Active"," or ",[405,424,425],{},"Expired"," status.",[360,428,429],{},"Use the status filter when you need to find only active or expired rules.",[391,431,432,433,436,437,440],{},"The discount list shows whether a rule is percentage-based or amount-based and whether it has conditions. ",[405,434,435],{},"With Conditions"," means that the rule is limited to selected groups, doctors, procedures, or templates. ",[405,438,439],{},"No Conditions"," means that no such filter was selected.",[352,442,444],{"id":443},"create-discount","Create Discount",[399,446,447,453,460,471,488,499,506],{},[360,448,449,450,452],{},"Click ",[405,451,444],{},".",[360,454,455,456,459],{},"Enter a clear ",[405,457,458],{},"Discount Name"," so the rule is easy to identify later.",[360,461,462,463,466,467,470],{},"Set the ",[405,464,465],{},"Start Date",". Add an ",[405,468,469],{},"End Date"," when the discount should stop automatically.",[360,472,473,474],{},"Choose the value type:\n",[357,475,476,482],{},[360,477,478,481],{},[405,479,480],{},"Percent"," reduces the matching item by a percentage.",[360,483,484,487],{},[405,485,486],{},"Amount"," reduces the matching item by a fixed currency value.",[360,489,490,491,494,495,498],{},"Enter the ",[405,492,493],{},"Value",". For a percentage discount, you can also set ",[405,496,497],{},"Max Discount"," to cap the currency amount that may be reduced.",[360,500,501,502,505],{},"Under ",[405,503,504],{},"Applies To",", optionally select the groups, doctors, procedures, or templates that qualify for the discount.",[360,507,449,508,452],{},[405,509,444],{},[391,511,512,513,515],{},"Leave ",[405,514,504],{}," empty when the rule should have no group, doctor, procedure, or template restrictions. Add only the conditions that the clinic intends to enforce.",[352,517,519],{"id":518},"how-the-discount-is-used-on-an-invoice","How the discount is used on an invoice",[391,521,522],{},"When an invoice contains a matching procedure or product, the available patient discount can be applied during invoice creation or editing. The invoice recalculates its subtotal, discount, tax, and total.",[391,524,525],{},"Before saving the invoice, confirm:",[357,527,528,531,534,537,540],{},[360,529,530],{},"the discount is active for the invoice date;",[360,532,533],{},"the percentage or amount is correct;",[360,535,536],{},"any maximum amount is respected;",[360,538,539],{},"the selected procedures, products, doctor, group, or template match the rule;",[360,541,542],{},"the final balance is the amount the patient should actually be charged.",[391,544,545],{},"Do not add a second discount manually unless the clinic's billing policy allows it. Check the invoice summary to avoid applying the same concession twice.",[352,547,549],{"id":548},"update-discount","Update Discount",[391,551,552],{},"Open an existing discount to edit its name, dates, value, maximum amount, or conditions. The changes apply to future invoice calculations that use the rule.",[391,554,555,556,558,559,561],{},"To stop a discount on a known date, set an ",[405,557,469],{}," and save it. The rule then appears as ",[405,560,425],{}," after that date. This preserves the record history.",[352,563,565],{"id":564},"delete-discount","Delete Discount",[391,567,568],{},"Delete a discount only when it was created by mistake or the clinic's policy requires its complete removal.",[352,570,572],{"id":571},"before-you-save","Before you save",[391,574,575],{},"Use a demo or training patient when exploring this form. Confirm the patient, dates, value type, amount, and conditions before saving because a discount can change the total of later invoices.",{"title":577,"searchDepth":578,"depth":578,"links":579},"",2,[580,581,582,583,584,585,586],{"id":354,"depth":578,"text":355},{"id":396,"depth":578,"text":397},{"id":443,"depth":578,"text":444},{"id":518,"depth":578,"text":519},{"id":548,"depth":578,"text":549},{"id":564,"depth":578,"text":565},{"id":571,"depth":578,"text":572},null,"Create a reusable patient discount for matching procedures or products.","md",{},true,{"title":281,"description":588},"1EFsdf2PJY2SJZLn7S7lTTZQCtbk6yMkncepjyBIikc",[595,597],{"title":277,"path":278,"stem":279,"description":596,"children":-1},"Link a patient document to an invoice so supporting information is easy to find.",{"title":285,"path":286,"stem":287,"description":598,"children":-1},"Book the next visit immediately or keep the patient in a queue until scheduling is possible.",1784381107633]