If any kind of Discount is used in the practice, it can be set up in Nookal to be tracked over time. See the steps below to find out how to create and configure Discounts.
1. Go to Setup.
2. Click on Discounts under Practice.
3. Click Add Discount at the bottom right side of the page.
4. Type in the Discount Name.
5. Select in which Locations the Discount will be available.
6. Choose if this Discount will be for a Fixed Amount or a Percentage.
7. Choose the Discount Amount.
8. Select if the Discount can or cannot be changed when applied to an invoice.
9. Set the Discount as Active to start using it.
10. Click Save.
Once Discounts have been created, they can be applied to invoices.
Creating Discounts for the Patient Portal
Important!
The Patient Portal is available to enable via the Billing page under Add-ons.
Contact support@nookal.com for more information.
Discount codes can be set up for Patients to use via the Patient Portal. Discount codes can be added to existing or new Discounts.
1. When creating or editing a Discount, click Add campaign in the Online Campaigns section.
2. Add the details of the campaign, including:
- The Campaign Name.
- The unique Code Patients will enter to receive the discount. Use letters and numbers only.
- The Start and Expiry date. Leave these fields empty if the campaign is open-ended.
3. Click Save.