A. Discount
– Click on Discount button
– Click on Consultation button and select ‘Discount by doctors’
– Select a service from the drop-down
– Against every doctor, enter the discount percentage and the alert type.
– Click on save changes
– Click on ‘Discount by others’ tab.
– Enter the Discount limit under ‘Discount limit’ column
– Under ‘Applicable to’ column, select the users and their roles
– Select the Alert type.
– Click on Add
-Then, click on ‘Save changes’ button.
B. Refund
– Click on the ‘Refund’ button
– If the refund settings are to be made same as the Discount settings, click on the check box saying ‘Settings same as in Discount settings’
– Else, click on Consultation button
– Enter details under ‘Refund by doctors’ and ‘Refund by others tab’
– Click on the ‘Save changes’ button.
C. Cancellation
– Click on Create Rule button on the right side of the screen.
– Select the Cancellation type – Amount would be selected by default.
– Enter the condition
– Enter the cancellation amount
– Click on the Arrow icon to enter one more condition
– Click on the Redo icon to clear the entered fields
– If multiple conditions are added, click on the delete icon to delete the extra conditions
– If there are multiple conditions, select from the drop-down of the field which says ‘whichever is higher/ whichever is lower’.
– Then select the Approving authority from the drop-down and the Alert type
– Then, select the departments on which the condition and the approving authorities would be applicable
– Enter a name for the rule
– Enter the rule description.
– Click on Create button.
– The screen will appear with the rule created.
Every rule will have a edit option and delete option.
Note: If there are no rules and approval settings set here, then there would be no approval process for discount, refund and cancellation.