Once a patient carries a concession, every invoice applies it on its own and staff stop having to remember. It's one field on the record's billing section.

Set the concession

Open the patient's record and go to Billing. Their billing details show Concession type, which reads Not set until you choose one. Select Edit, pick the concession, and save. The same place holds their Referral source, Email invoice to and Invoice note. It needs the patient-management or invoice-management permission, so Bookkeepers can set it too.

A patient record's Billing settings in edit mode showing Concession type, Referral source, Email invoice to, Invoice note and Invoice extra info fields, with Cancel and Save.
The Billing section of a patient record with Concession type set to Senior.

From then on, each invoice for the patient prices any service that has a concession price at that amount, with the concession name shown on the line. Invoices already made aren't changed. A visit booked before you set the concession does get the concession price, because it's applied when the visit is invoiced. To remove the concession, set it back to None.

If the discount isn't appearing

  • The service on the invoice has no concession price for this concession. Check Concession pricing on the service.
  • The line is a product, or a free-text line. Only services carry concession prices.
  • The invoice was created before the concession was set on the patient.