How to Efficiently Manage Discounts for Clinics as an Admin

As an Admin of Noterro, you can manage discounts for your clinic. Discounts can be a powerful tool for attracting and retaining Patients by offering special pricing on services or products. By effectively managing discounts in Noterro, you can provide special pricing to your Patients and enhance their experience with your clinic. Let's explore each of the actions you can take to manage discounts.

Adding Discounts

Adding a new discount is a great way to provide special pricing to your Patients. Here's how you can do it:

1. Login as the Admin.
2. Click on the Gear icon (top right header).
3. Select Billing.
4. Scroll to the Discount section.
5. Click on Add New.
6. Fill in the Appropriate Information, such as the discount name and amount (either a percentage or a fixed amount).
7. Select Services or Products to apply the discount.
8. Click Save to add the discount.

Editing Discounts

If you need to make changes to a discount, follow these steps:

1. Login as the Admin.
2. Click on the Gear icon (top right header).
3. Click on Billing.
4. Scroll to the Discount section.
5. Locate the specific discount you want to edit and click on its Name.
6. Update the necessary details, such as the discount name, amount, and what it applies to.
7. Click Save to save the changes.

Disabling Discounts

Disabling a discount is useful when temporarily removing it from being applied to invoices. Here's how you can do it:

1. Login as the Admin.
2. Click on the Gear icon (top right header).
3. Select Billing.
4. Scroll to the Discount section.
5. Locate the discount you want to disable and click on the Three Dot dropdown menu to its right.
6. Click on Disable.

Important Note: To display disabled discounts, click the link Show Disable Discounts.

Enabling Discounts

If you’ve previously disabled a discount, you can enable it by following these steps:

1. Login as the Admin.
2. Click on the Gear icon (top right header).
3. Select Billing.
4. Scroll to the Discount section.
5. Locate the discount you want to enable and click on the Three Dot dropdown menu to its right.
6. Click on Enable.

Deleting Discounts

Deleting a discount should be done cautiously, as it permanently removes it from your clinic's offerings. If you're certain you want to delete a discount, follow these steps:

1. Login as the Admin.
2. Click on the Gear icon (top right header).
3. Select Billing.
4. Scroll to the Discount section.
5. Locate the discount you want to disable and click on the Three Dot dropdown menu to its right.
6. Click on Delete.
7. In the prompt, click Yes, Delete to confirm the deletion.

Important Note: Deleting a discount will permanently remove it from your clinic's offerings, and any associated discounts with Patients will be removed. Make sure to communicate any changes to your team members to avoid any confusion.