When you complete any Procedure Code(s) that have a Membership Discount associated with them, whether it is a 100% discount due to the included benefits or a percentage or dollar amount discount due to the ADA code category discounts or custom code category discounts, you will see a Membership Credit.
Note: Membership Credits (discounts) are auto-populated with the Procedure Code in the patient ledger. |
Watch this video for a quick walkthrough.
View Membership Discounts on the Ledger
Perform the steps below to view the membership discounts on the ledger.
- Select the patient from the Global Patient Search Bar.
- Hover over Billing > select Ledger.
- Locate All Transactions.
- Let us consider a scenario in which a Procedure Code is completed, and upon completion, automatically has a Membership Credit completed along with it.
- Locate the same procedure code on the ledger and find separate Patient Receipt below the completed procedure code as Membership Credit.
- Click on the completed Procedure Code(s) from the ledger to open the CodeStack.
Under the Fee Details section, you can see the Membership Discounts, and the impacted patient's Net Fee that they owe for that Procedure Code.
Note: The patient's premiums are not shown on the ledger; they are housed in the membership portal under the "All Transactions" tab. |
Tip: You can search for a patient by entering their name in the member column and view all/successful transactions. The list is exportable to CSV for record-keeping. |
Practices can refer to this short guide for quick know-how on membership code completion discounts in the ledger.
Related Articles
- All About CS Membership Portal
- Create a New Membership Plan on CS Membership Portal
- Edit or Deactivate an Existing Membership Plan
- Sign Up a Patient on CS Membership
- CS Membership Profile Permission
- Actions Required After Patient Sign up on CS Membership Portal
- CS Membership Payment Subscription and Status
- Complete the Pending Payment of a Membership Plan
- Locate Membership Discounts of a Patient on Treatment Planner
- Take Action on Failed Transactions within the Membership Portal
- Delete a CS Membership Credit Discount
- Utilise Payment Plan Flexibilities and Portal Tracking