Next Gen - Discounts and Coupons set up

How do you Set up Discounts & Coupons ?

Step 1: Clinic on "Money Manager"

Step 2: Go to "Account Settings"

Step 3: Click on "Discounts & Coupons"

Step 4: Click on "Add Discount / Coupon"

Step 5: You need fill up the page to update the Discount or Coupon details accordingly

Step 6: You can select "Status" Keep the discount active or inactive.

Step 7: This would have you edit the current discount you have.

• Related Articles

• Next Gen - EMR/SOAP set up

  Navigation: Go to Setup >> Organization >> Clinics >> Settings. (The gear Icon shown below) Under EMR/SOAP Settings, you will have the option to update the information shown below. 1 > Electronic Medical Record Format : Will help you select the EMR ...

• Next Gen - Clinic Setup

  Adding a Clinic Step 1: Go "Setup" Step 2: Click on "Organization" Step 3: Select "Clinics" Step 4: Click on "Add Clinic" Step 5 (A) : Please fill up the application completely and also the once marked with asterisk as very important. Select the ...

• Next Gen - Reminder

  Next Gen- How to set up a Reminder under reminder management? Navigation:  Go to : Preferences >> Reminders  Once you're on this page, you will have the options listed below. 1>>  Search for the Reminder created. 2>> Add reminders (More information ...

• Next Gen - Interest Details Set up

  Navigation:  Go to Setup >> Organization >> Clinics >> Settings. (The gear Icon shown below) This will help the clinic to charge a percentage of Interest for an unpaid balance exceeding a set number of days. Under Interest Details Settings, you will ...

• Next Gen - Discount and Coupon

  Navigation :  Go to : Money Manager >> Accounting Settings >> Discounts and Coupons. Under this page, you will have the options to create discounts and Coupons for your clinic. A> Add Discounts/Coupons :  Note: If Default is checked, the ...