How can I set up discounting?

Oasis caters for discounts offered at the time of invoicing, or at the time of payment.

Invoicing Discounts

To set up discounts for use in the Invoicing screen, select Preferences, My Money, Item Codes and Fees and create a new item for discount purposes. In this example, we will set up a new item “/D10” for a 10% discount item. Click on New (item) and enter as follows:

Item Code             /D10

Field # 1               Description                                                 less 10% Discount

Field #15              Auto percentage of total fee                       -10

Field #16              Auto Round Cents                                      5

Field #22              Is this a discount item                                 Y

In the Invoice screen, enter in the items to be billed, and then click the Discount menu option at the top of the screen. You will be presented with a selection table with all the discount items. Choose the one you want and the system will calculate the discount based on the rate and total of the invoice.

If using a Payment Partner for claiming, it is recommended you do not use the Invoice discount option as the rebate may exceed the amount owed and put the patient into credit.

Payment Discounts

To set up discounts for use in the payment screen, select Preferences, My Money, Discount Rates (under Payments). In this window, you can define up to 99 different payment discount rates, based on percentage or dollar amounts.  To add a payment discount, click New at the top and enter the discount details. Note the “Base discount on today’s treatment” option. You would normally set this to “Y” as you would not want to discount a debt that has been outstanding for some time. You can also enter manual discounts by selecting the lower payment entry Discount option.