Working with discount plans

The following instructions explain how to set up and use discount plans.

To set up a discount plan

1. Create a fee schedule for the discount plan.

   

2. Attach the discount plan to the applicable patient records.

   

   Note: If the patient has insurance coverage, the discount plan will be ignored.

To apply a discount to a procedure

1. Do one of the following:

   • Chart completed treatment in the clinical chart.

   • Complete a treatment-planned procedure or post scheduled treatment in the clinical chart.

   • Post a completed procedure in the Ledger.

   Dentrix Ascend automatically posts a credit adjustment in the Ledger that is equal to the difference between the charged amount for the posted procedure and the amount for the same procedure on the patient's discount plan (if the procedure exists on that fee schedule and if the amounts are different).

   

   Note: The amount of the posted procedure comes from either the provider's fee schedule (if the provider has a fee schedule, and the procedure exists on the provider's fee schedule) or the procedure code list.