This feature allows you to set rules for your system discounts to be automatically applied to patient charges based on the patient's tags and the charge type.

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Utilize the auto-apply rules to automatically apply charges based on patient tags and charge types.  Under the Admin tab hover over Manage and navigate to Discounts. In the Manage Discounts window you can either click on an existing discount item to edit it and auto apply discount rules or click the green button to "+ Create New Discount."

Under Auto-Apply Discount Rules click +Add Rule. From here select from the dropdown options to apply discount automatically based on charge type and for patients with a particular tag(s). 

Click +Add Rule to apply multiple parameters for auto applying discount.


In the example below, this discount will auto apply to all patients tagged as "Friend" whenever adding a "Services" charge type.

Additional Keywords: discounts, charge types, patient tags