Assigning sliding fee schedules to patients

You can assign a sliding fee schedule to a patient. To determine how much the patient pays per procedure, you need to know the size and annual income of the patient's family.

To assign a sliding fee schedule to a patient

1. When entering or updating patient information, on the patient's Create Patient or Patient Information page, with Basic Info selected on the navigation panel (on the left), select Sliding fees from the Discount Plan list.

   The options for setting up the discount appear.

   

2. Set up the following options:

   • Family size - Enter the number of people in the patient's family.

   • Annual family income - Enter the annual income of the patient's family.

   For your reference, the Poverty level and the percent or amount that the Patient pays per procedure or visit are calculated automatically when you press the Tab key or click (or tap) elsewhere in the dialog box.

   Note: If the patient is required to pay a fixed amount per visit, for each visit, you must use the Discount tab of the Patient Walkout dialog box when you are checking out the patient to post the discount (credit adjustment) and visit charge. However, if the patient is required to pay a fixed amount or percentage per procedure, the discount (credit adjustment) is posted automatically for each procedure.

3. Click (or tap) Save.