A fee mode determines how / if a fee can be modified for an item number when in Treatment Plan, Treatment, or while giving a discount at Invoice or Invoice/Payment or Receipt creation time.
Fee modes available:
-
Variable (default): The fee can be changed
-
Fixed: The fee cannot be changed
-
Increase: The fee can only be increased
-
Decrease: The fee can only be decreased
To Change a fee mode:
-
To go Location Management > Fees tab
-
Select the required Fee Level
-
Change the Fee Mode of the item where relevant
Check Security for management of modes / permissions. To permit a user to make changes, enable Invoices: override FEE MODE, using discounts/adjustments and set permission.
An audit trail report can then be run to track discounts applied.
Comments
Article is closed for comments.