Interested in establishing unique pricing structures for various patient categories or situations?
Whether it's VIP rates, student discounts, or special prices for packages, you can achieve this by creating concession types and pricing within your Cliniko account.
In this guide, we'll walk you through:
Create concession types
Concession types allow you to create and manage customized pricing categories for your patients (For example: VIP, seniors, students, family & friends, etc.). You can add as many concession types as needed but we've gone ahead and given you a couple to start with.
To create or edit concession types within your account, head to Settings, and then Concession types:
From here, select the Add concession type button:
Update the Name, and then select the Create concession type button:
Now that you've created a new concession type, you'll want to set up your concession prices.
Set up concession prices
Once you've set up your list of concession types, the next step is to review and adjust your billable items and their associated concession pricing. When you generate an invoice for a patient with an assigned concession type (and include a billable item with a concession price), they will be automatically billed at the concession rate you've established 🎉
To add concession pricing, you'll need to head over to Settings, and then Billable items:
From here, choose the billable item you'd like to assign a concession price. Once you access the billable item's settings, you'll find the Concessions section.
You'll see a list of all your current concession types, and you can update the prices for each one (as needed):
Once you hit that Update billable item button, you're good to go. Keep doing this for each billable item, and we'll move on to the last step of assigning concession types to your patients.
Assign a concession type to a patient
After adding a concession type to your account and specifying a special price for concessions, you'll have the option to assign that concession type to any patient. Once you assign a concession type to a patient, concession pricing will then automatically be applied to future invoices.
Once you Save the patient, you're all set 🎉
Now that you've assigned a concession type, you'll see the applicable price display on any future invoices that's generated for the patient (just make sure the billable item on that invoice has a concession price set-up). Of course, you can always remove or change the patient's concession type at any time, as well!
Invoice with concession pricing
When creating an invoice for a patient with a concession type assigned, if the billable item includes a concession price, you will notice that the concession type is displayed alongside the billable item, and the price will automatically adjust to reflect the concession rate:
However, when the invoice is saved as a PDF or emailed, the concession type (and reduced amount) will display as follows:
Now you’ll be ready to roll out the red carpet when your next VIP rolls in 🥳!
Reach out if you have any questions about concessions 💬.