Examples of "First Statement Only"
- If a Guarantor has paid their account in full, and then the Patient has another Encounter that has not been billed on a Statement yet, the discount will be applied.
- If a Guarantor has one Encounter that has been sent on a Statement and one that has not, the discount will not be applied.
- If the Guarantor is on a Payment Plan, a discount will not be applied.
Apply a Self-Pay Discount Manually
To apply a discount manually, use the System delivered Transaction Code, SPD, or add a Custom Adjustment code. You can report on this Adjustment Code for tracking purposes.
- On the Encounter, select the Adjustment link.
- Select the Transaction Code.
- Enter the Adjustment amount.
- Select Save [F2].
If you want to add a different Transaction Code for tracking, you can create your own in the Transaction Code Library. An example of this would be that you may want to distinguish the System Adjustment from an adjustment done manually.
Self-Pay Discount Transaction Code Setup
- Code: SPADJ (or one that you prefer)
- Type: Credit
- Group: WP (Write-off Patient)
- Description: Self Pay Discount Done Manually
- Abbreviation: SPADJ (or one that you prefer)
- Used on Reports and on screens with limited space.
- Background Color and Text Color: Coming soon.
- Responsibility: Select Patient Only.
- Display on Statement: If you want this Transaction Code to display on Statements, select Patient.
- Statement Description: The description you want to display on the Statement.
- Provider: Select a Provider if this Code is only applicable to one Provider.
- Report As: Adjustment
- Active, Significant, and Mass Write-off: Select if applicable.
- Select Save [F2].

Learn More