Discount Report

Clinics can filter discount reports by Practitioner, Patient and date range to track discount usage, ensure billing accuracy and assess the effectiveness of your discount strategies.

1. Log in as Admin.
2. Click on the Graph icon (Reports) in the left navigation.
3. Under the Finance section, click on Discounts.
4. Filter by Practitioner, Patient, or Date Range.
5. Click Download (it will be downloaded as a CSV file) or Print.