Add and manage discounts

Discounts and discount amounts can be customized based on your practice’s needs. Your practice’s discounts will be available from:

• The client Overview tab Billing Details section, to set an automatic discount for the client.
• Consultation product lines on a patient consultation, to apply a manual discount or to modify an automatic discount.

Neo provides you with three default discounts to use whether the discount is automatically or manually applied to a consultation product line.

• Employee
• Military
• Senior Citizen

IMPORTANT: The default discounts must be activated and updated with the discount amount before your practice can begin using them.

For multi-branch practices: Discounts are managed per branch.

Permissions: System Admin 

Add a discount

1. Click your name in the menu bar. Then click Administration.
2. Under System Admin, click Financial Settings.
3. If you have more than one branch, locate the branch to edit.
4. Under Discounts, your current discounts display in alphabetical order.
5. Enter the discount name in the Name box.
   Tip: Press Tab on your keyboard to move from one box to the next.
6. Enter the discount amount in the Amount box.
   Tip: Enter the discount amount as numeric value. For example, enter “10” for a 10% discount.
7. Click the plus sign.
   Tip: Press Enter on your keyboard instead of clicking the plus sign to save your changes.
   Note: The new discount will be added to the list in alphabetical order.

Activate or deactivate a discount

1. Click your name in the menu bar. Then click Administration.
2. Under System Admin, click Financial Settings.
3. If you have more than one branch, locate the branch to edit.
4. Under Discounts, your current discounts display in alphabetical order.
5. Click the Status toggle.
   

If you want to make the discount active again, follow the steps above.

Note: If a discount is inactive, it will not be available to be selected as a client automatic discount or manually applied to a consultation product.

When a discount is deactivated, the discount will be removed for all clients who had it selected on their Overview tab.

When a discount is reactivated, the discount will be reselected for all clients who had it previously selected on their Overview tab and have not had a different discount selected.

Edit a discount

Note: Editing an existing discount will not change the discount where previously applied to consultation product lines.

1. Click your name in the menu bar. Then click Administration.
2. Under System Admin, click Financial Settings.
3. If you have more than one branch, locate the branch to edit.
4. Under Discounts, your current discounts display in alphabetical order.
5. Hover your mouse at the end of the row you wish to edit. Then click the pencil icon.
   
6. Edit the name and amount, as needed.
   Tip:
   • Press Tab on your keyboard to move from one box to the next.
   • Enter the amount as numeric value. For example, enter “10” for a 10% discount.
7. Click the checkmark at the end of the row to save.
   Tip: Press Enter on your keyboard instead of clicking the checkmark to save your changes.
   Note: To cancel, click the “X” or press Esc on your keyboard.

Note: Editing a discount will update the discount selected on the client Overview tab.

Delete a discount

1. Click your name in the menu bar. Then click Administration.
2. Under System Admin, click Financial Settings.
3. If you have more than one branch, locate the branch to edit.
4. Under Discounts, your current discounts display in alphabetical order.
5. Hover your mouse at the end of the row you wish to edit. Then click the trash can icon.
   
6. You will receive a notification confirming you want to delete the discount.
   Note: Deleting the discount will remove it from all clients’ Overview tabs where it was selected.
   • Click OK to delete.
   • Click Cancel to return to the Financial Settings.