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Creating and Applying Discounts

Ryan
  • Updated

As the Administrator of Noterro, you can provide Patients with a cost deduction by applying a Discount directly to the Patient's Invoice or Profile. 

Creating a Discount

The first step is to create your discount.

  1. Login in as Admin.
  2. Click on the Gear Icon (top right header).
  3. Click on Billing.
  4. Scroll to the Discount section.
  5. Click on Add New.
  6. Fill in the appropriate information and click Save.

Applying a Discount to an Invoice

You can then apply a Discount directly to an invoice. 

  1. Click on the Invoice.
  2. Click Edit.
  3. Click on Add Discount.

Screenshot 2024-12-05 at 9.25.21 AM.png

Applying a Default Discount to a Patient Account

A Default Discount is automatically applied to Invoice Items for a particular Patient (e.g., a 10% senior discount). 

  1. Click on the Patient's Name.
  2. Click on the Discount tab.
  3. Type in the Discount Name to be applied.

Important Note: Discounts can be either a percentage or a fixed amount and can be applied to services and products. 

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Comments

3 comments

Date Votes
  • Dr. Michelle Da Silva

    recently the discount percentage is not showing up on the invoice, how do I make that appear so there is reason behind the difference in price of treatment and the actual amount paid?

    0
  • Ryan

    We have created a ticket to answer your questions.

    0
  • Mint Massage Therapy

    How do I create a variable discount that I can simply apply to an individual invoice at the time of checkout without having to create a new discount from my settings?

    0

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