Assign a concession to a patient

Assigning a concession to a patient

Once you've created your concession types and given them prices, you can assign a concession to any patient. From then on, when you invoice that patient and add a service that has a concession price, the price drops to the concession rate for you.

Set the patient's concession

Open the patient's record and go to their Billing details. If they don't have a concession yet, it'll read Not set.

The patient's billing details, showing the concession type as Not set.

Select Edit, open the Concession type list, and choose the one that applies to this patient.

Choosing a concession type in the billing settings.

Save, and you're done — the concession now shows on their billing details. You only need to do this once; every future invoice for the patient takes their concession into account.

Create an invoice with a concession price

When you create an invoice for a patient who has a concession assigned, they're discounted automatically — as long as the service you add has a concession price set.

Start the invoice and choose Add item to add a service. If that service has a concession price, you'll see the patient's concession shown as a small badge next to the line, and the price already reduced to the concession rate.

An invoice line showing the concession badge and the reduced price.

When the invoice is printed or emailed, the concession and its reduced amount carry through, so the patient sees the discount clearly.

Changing or removing a concession

You can change a patient's concession any time from the same billing settings — pick a different type, or clear it back to Not set to remove it. Changes apply to invoices you create afterwards; invoices you've already raised keep the pricing they were created with.