How to Apply Discounts, Deposits and Payments
Manage discounts with options to set discount rules based on various criteria, such as campaigns, products, binaural, location, or for specific patients or groups. Our discount management feature allows you to apply discounts automatically to invoices, ensuring that patients receive accurate billing and saving time for your clinic staff. Additionally, our software allows you to generate financial reports that provide detailed information about your clinic's discount usage, helping you make informed decisions about your clinic's finances.
Press "CC" to turn on subtitles
Related Articles
Daily Close Overview
Daily Close Overview · Payments & Deposits Report – Daily reconciliation tool. Balance before DC1. o Reconcile daily payment receipts and either go to bank or send to head office. o Send report to head office. · Daily Close 1 – daily or day of ...
Daily Close Processing
Daily Close Processing is the End of Day Cash-Up If you have Xero Integration , transactions are exported to Xero via the Daily Close Processing Note: In Australia, Daily Close Processing must be run for voiding of HSP Rejected Claims. 1.1 ...
Onboarding Financials Changeover Planning for Existing organisations. Allow enough time to train and support staff, say 1-3 days around Go Live
Going live with new software in your existing business is a very busy time. We recommend that you allow enough free time around the Go Live date to prepare financials, and to train and support your staff. We will have already had detailed ...
Public Release Notes - Manage 9.3.6
About this release June 17th, 2024 Manage 9.3.6. In this release, we have enhanced the Patient, Finance and the Report modules as well as addressed issues related to appointment notifications, export and HSP claims, invoices and reports. Improvements ...
HSP E-Claiming Guide - Send / Receive Claims
1.1 HSP E-Claim Export/Import Overview When a file is created to send to HSP it marks the claims as 'Pending' and locks it so it can’t be changed. When HSP returns the file, and it is imported to Manage the following happens: · The claim status is ...