Learn how you can use the Discount Plan feature to manage in-house discount plans for patients that do not have insurance.
Recorded using version 21.1. Your software may differ in appearance depending on the version being used.
CONTENT:
00:00 - Intro
00:27 - Setting up the structure for a Discount Plan
08:03 - Creating a Discount Plan
11:53 - Adding a Discount Plan to a Patient
13:24 - An overview of how the Discount Plan will function
19:00 - Reports to track Discount Plans and the Adjustments they create
RELATED RESOURCES:
Adjustment Types: https://opendental.com/manual/definit...
Fee Schedules: https://opendental.com/manual/feesche...
QuickTip Video - Creating a New Fee Schedule: • QuickTip: Creating a New Fee Schedule
Creating a new procedure code for the in-house plan membership fee: https://opendental.com/manual/procedu...
Discount Plan Setup: https://opendental.com/manual/discoun...
Adding a Discount Plan to a Patient: https://opendental.com/manual/discoun...
Adjustments Report shows Discount Plans in use: https://opendental.com/manual/reportd...
Adjustments Report shows discounts given: https://opendental.com/manual/reportd...
Procedures Report shows when discount codes were used: https://opendental.com/manual/reportd...
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