NextGen Knowledge Center

Apply Line Item Level Discounts by Dollar Amount

To apply charge discounts at the line item-level using a dollar amount, do the following:

  1. Open the Charge Posting window for the desired patient and encounter.
  2. Enter and save charges on the encounter as needed.
  3. To apply charge discounts, select the Discounts button on the charge posting toolbar.
    The Discounts window opens.

  4. In the Discount Adjustment Code field, select the adjustment transaction code to be used for the discount. The transaction codes available for selection are determined by the following:
    • If the primary payer on the encounter is flagged as a Contracted Payer, then transaction codes designated as Discount with a Discount Application of Contracted Payers or <None> are listed.
    • If the primary payer on the encounter is flagged as a Non-Contracted Payer, then transaction codes designated as Discount with a Discount Application of Non-Contracted Payers or <None> are listed.
    • If there is no primary payer on the encounter, or self-pay, then transaction codes designated as Discount with a Source of Patient are listed in the Discount Level section, select the Line Item radio button.
  5. In the Discount Level section, select the Line Item button.
  6. Select one or more line items for the discount.
  7. In the Discount Method section, select the Discount by dollar amount button and then enter the dollar amount to be prorated and applied to the selected line items, or leave blank ($0.00).

    For payer discounts, if the dollar amount entered is greater than the total charge amount for the selected line items, a message appears stating that the discount amount cannot be greater than total charge amount.

    For patient discounts, if the dollar amount entered is greater than the total patient balance amount for the selected line items, a message appears stating that the discount adjustment is greater than the patient balance. No discount will be taken.

  8. Press the Tab key.
    • If the amount was entered in the Discount by dollar amount field, the Discount Amount columns display the calculated discount amount for the selected line items.
    • If the amount was not entered in the Discount by dollar amount field, the Discount Amount column is blank for the selected line items.
  9. In the Discount Amount column, edit or enter the dollar amount for each of the selected line items, and then press the Tab key to calculate and apply the discount amount.
  10. To save changes and close the window, select OK.
    A message appears stating that the discount adjustment is applied successfully.
  11. To close the message, select OK.