Billing to Debt Management (Desktop App)

Summary:

• Discount tariff codes can be used to allocate discounts on invoices.  The discount is processed as a separate negative line item in the invoice. 
• The system imposes limitations on the use of discount codes.

Limitations:

• Discount codes are currently only available in the desktop application.
• Discount codes are not deployed as part of the standard GoodX pricelist collections. They need to be created manually on-demand at client sites.
• Only one discount code may be applied per invoice.
• A single discount row may not be the only line-item in an invoice.

Discounts cannot:

• Be stored on estimates. A discount can be applied manually after an estimate has been imported into the invoicing screen.
  
• Automatically be re-invoiced. The system will display a message warning the user that the discount code will not be imported into the re-invoicing screens.  Users have the option to manually re-apply discount on the new invoice.
• Be allocated on medicine invoices (/M, /W, /X ) and dental laboratory invoices.
• Be higher than the total value of the invoice

Patient and Medical Aid portions:

• The system will always attempt to allocate the discount to the patient portions of raised invoices. When it is higher than the patient portion, the remaining discount will be applied to the medical aid portion of the invoice.

Discount Codes: Medical Aid Claims

• Discount line items are submitted electronically to medical aids. The system allocates a pro-rata portion of the discount to each of the other line items in the invoice, and a reduced amount is claimed for each line-item. The calculated pro-rata portion is here-after referred to as the "implied discount".
• On paper invoices and statements, the discount prints as a separate line item. The pro-rata allocation, as allocated for electronic transactions, is not reflected in the paper printouts.

Creating a Discount Code:

1. Create the code on the list of tariff-codes. Classify the code as a "discount code".

2. Import the code into the required pricelists.

3. Fill in the details on the billing code setup screen.  

Allocating discount during the Billing process:

1. The discount code is selected from the pricelist screen.

2. The system checks whether a discount may be applied to the current invoice. A detailed warning message is displayed when the discount may not be allocated.

3. When discount may be allocated, the system displays a screen prompting the user to type in the required discount. If a default discount has been pre-defined it will be auto-populated.

The blue portion of the screen displays the total discount allocated on the invoice. The green portion displays the discount allocated on the patient portion. 

The discount can be overwritten if required. The entire patient portion can be discounted by clicking on the "Patient does not pay levy" button. The discount can be reset by clicking on the "Reset (no discount)" button.

Once a discount has been applied on an invoice the following restrictions apply:

• The patient portion of line items in the invoice can no longer be changed (Priv/MA).
• Line items in the invoice, other than the discount line-item, cannot be deleted.
  
• Line items cannot be set to zero.

TAKE NOTE: If one of the above actions needs to be taken, the discount code should be deleted, the relevant codes modified and the discount re-applied.

The display of discount allocation in the Account enquiry screen:

• The discount is displayed as a separate line-item in the account enquiry screen.

• The implied discount per line-item may be viewed by double-clicking on a line-item.  It is displayed as a negative value on the non-discount rows.

• The summarized implied discount is displayed as positive values on the discount line-item.