What a concession type represents
Concession Types define the discount or concession categories your clinic offers — commonly things like Senior, Student, Veteran, or Health Fund member. This settings page only defines the category names themselves: a short, clinic-wide list that staff can assign to a qualifying patient. Once a concession type exists here, it becomes available to configure pricing against on individual billable services, and to assign to any patient who qualifies.
Concession types matter because they're the bridge between two different systems: a patient-level attribute (this patient qualifies for a Senior concession) and a pricing rule (a Senior concession takes 10% off consultation fees, but doesn't apply to product sales). Keeping the category list clean and the pricing rules set up correctly on the billing side is what makes that bridge work reliably at invoice time.
- How to add, edit, and remove concession types
- Real-world examples of how clinics typically structure their concession list
- Where concession pricing is actually configured, and how it reaches an invoice
Managing the list
Open the settings page
Go to <strong>Settings > Concession Types</strong>.
Add a concession type
Click <strong>Add</strong> and give it a name, such as "Senior" or "Student".
Edit or remove a concession type
Use the row controls to rename or delete a concession type you no longer use.
Save
Save your changes so the concession type is available when configuring billable items.
Common concession categories in practice
Most clinics reuse a fairly small, recognizable set of concession categories, since they typically mirror what's already familiar to patients from other healthcare providers or government programs. A few common examples:
| Concession type | Typical use case |
|---|---|
| Senior | Reduced pricing for patients above a certain age, often aligned with a pension or seniors card |
| Student | Reduced pricing for patients enrolled in full-time study |
| Veteran | Concession pricing tied to military service, sometimes alongside a government subsidy |
| Health Fund | Adjusted pricing for patients with a private health fund or insurance arrangement your clinic has a relationship with |
These categories are a starting point, not a fixed list — add whatever concession categories match your clinic's actual patient base and any local or regional programs you honor. The names you choose here are what staff will see and select when billing, so keep them short and unambiguous rather than mirroring the exact wording of an external program's paperwork.
How concession pricing reaches an invoice
This page only defines the categories themselves — it does not set any prices. The actual discounted price for each concession type, on each individual service, is configured on the billable item, not here. That separation is deliberate: a single concession type like Senior might reduce the price of a consultation by a flat amount, leave a product sale untouched entirely, and apply a different reduction again to a follow-up visit. Centralizing that logic on each billable item is what allows the same concession category to behave differently across your whole service catalog.
In practice, the workflow runs in two separate places: assign a concession type to a qualifying patient's record, then make sure each billable service they're likely to use has a concession price configured for that type. If a service has no concession price set for a given type, it typically bills at full price regardless of the patient's assigned concession — so a newly added concession type is only as useful as the pricing that's actually been configured behind it.