The Discount Usage Report tracks the usage of a specific discount coupon, detailing which patient categories can access it and who has used it within a specified date range. The report provides essential information about the discount rule, including the Discount Name, Unique Code, Value, Recipients, and Expiry.
This report helps you understand metrics such as Total Discount Issued, Total Discount Redeemed, Total Savings to Patients, and Total Payments Received after discount.
The tabular dashboard provides detailed information for payments where a discount was redeemed, including Bill Date, Bill Number, Patient Name, Service Name, Practice Location (if applicable), Client Organization Name, Patient Category, Discounted Amount, Total Payment Received, and payment status.
You can further refine the usage report for a rule by applying filters for a specific date range, Practice Location, Category, Patient, Service Type, or Client Organization. To apply these filters, simply tap the filter button.
The Discount usage report is accessible to the Primary Account Owner, Finance Admins, and Practice Admins.