PATIENT MANAGEMENT PROGRAM
You may create multiple HST fee schedule items that are populated with a predetermined amount. Go to
the Setup menu, Fee Schedule, Other. Your summary sheets correctly display HST amounts in the HST
area only if the first three digits in the code are HST. You can add an additional digit or letter to allow for
additional HST items where the amount is pre-populated.
We have used the additional digit that represents the time period in the screen shot above. HST3 is a 30
minute massage HST amount. HST6 is a 60 minute massage amount, and HST4 is a 45 minute massage
amount. This makes the selection process easier when adding tax as a separate line item.
The second method for posting HST as a separate line item requires calculating 13% on the total patient
fees. This is appropriate when there are a number of taxable transactions being posted and you want to
show HST as a lump sum amount i.e. a patient is purchasing a number of different products at the same
time. Enter the codes for all taxable transactions and PMP will give you a taxable total. Calculate 13% of
that total, enter the HST code, and put the calculated tax amount under the patient column. Press Enter.
Add any non-taxable transactions. Click Post.
Discount
PMP handles discounts to allow you to decrease patient cost for specified items. To Post a Discount press F12
on the appointment book and select your patient or get into the Patient Activity screen in your usual manner.
Enter your transaction in your usual manner. Press Enter or the Tab key to create a second line. Type DI or click
into the Code field and select Discount. The curser is now activated in the patient fee area. Type the discount
amount with a minus sign, ie. -20.00. Press Tab. The discount line now shows the fee reduction in red and the
total fee for today includes the discount. Click Post.
Summary sheet shows a total of the discounts