Applying a Discount

Discounts can be applied to both Services (Procedures) and Products within ChiroSpring.

1. Create a Fee Schedule for your commonly used discounted rates
   1. Settings > Billing > Fee Schedules > "+ Create New Fee Schedule" OR Billing > Settings > Fee Schedules > "+ Create New Fee Schedule"
   2. Save time by assigning the Discounted Fee Schedule to your patients
   3. In your customization settings, set up the auto-write-off (Settings>Clinic>Customization)

💥Use this guide to Assign a Fee Schedule to a Patient & setup the auto write offs:

Click Here For Guide

Once you have assigned a fee schedule to your patient it will auto-default for non-insurance charges when you create the Fee Slip. In the below guide, we will also show you how to change the fee schedule on a per CPT code service if desired. As an example, you might only want to discount one service. This can be accomplished at the fee slip when the service is set to Non-Insurance.

You may set the entire Fee Slip to "Non-Insurance" under Billing Details. Or, you may toggle any individual procedure as "No Insurance Bill". For any "No Insurance Bill" procedures you may change their fee schedule (see below).

1. Add the Product to patient file & then create an Adjustment/Write-Off

NOTE: You can only apply the write-off AFTER the product has been added to the patient file and/or paid, then you can write-off the discount amount. *Product discounts cannot be added "on the fly" within the front desk payment checkout screen (this is on our roadmap).

1. When the product is added to the patient file, go to the patients' product history > "Add payment" (dollar bill icon)
2. In the "Add Payment" pop-up window, you can add a Write Off for the discounted amount. *Our recommendation is to put the discounted amount in the COMMENTS section as well, as shown in the screenshot below.
   1. This write off will now reflect as an "Adjustment" to the product to show the adjusted amount in the same line as the product sale.

2. Create a new Product for "Special Offer/Discount"
   1. Settings > Billing > Products
   2. Use the blue action button at the bottom right to "Add Product"
   3. Title the product with your Special Title + Description of the discount
   4. Add retail price for the special you are running.

Example: