Pricing Orders

You can apply discounts, taxes, and primary and secondary insurance plans to orders when you price them. All orders must be priced after they are created so that they can later be invoiced.

To price orders

  1. Open the Pricing window using one of the following methods:
    • After creating an order, click Complete Order to Pricing.
    • Open a patient profile, click the Orders tab, and select Price from the Actions drop-down list next to the order you want to price.
  2. Click the icons in the Select Additional Items To Add To Order section to add additional items to the order. See Adding Items to Orders.
  3. To apply a single pair package discount, select a package option from the Packaging Options drop-down list, and click Reprice. Package discounts are only available when the items selected for an order match the items set up as a package in AcuityLogic Admin.
  4. To apply a pricing option, select a pricing option from the Pricing Options drop-down list, and click Reprice.
  5. If any item does not have a price, click the $0.00 link in the Price column, record the price in the Retail Price field, and click Update Price.
  6. Enter or select a promise date in the Promised Date field. Promised Date is a required field. If your office is set up to display the promised date on invoices, the date entered displays on customer receipts.
  7. Enter comments in the Receipt Comments field, if needed. The receipt comments entered display on customer receipts. The Receipt Comments field is only available if your office is set up to allow receipt comments.
  8. If the patient has insurance, click Apply Primary Insurance, and perform the following procedure.
    • Apply Primary Insurance does not appear if the patient does not have an insurance plan recorded in their profile.
    • If a patient has secondary insurance, you can apply that insurance plan by clicking Apply Secondary insurance and completing the following procedure.
    1. Select the check boxes for the item types to which the insurance applies.
    2. Click Calculate Benefits to calculate benefits for insurance plans set up for automatic benefit calculation.
    3. Validate pricing with the patient’s insurance plan. For plans that require manual calculations, enter the Patient Responsibility, Patient Copay, and or Insurance Reimbursement amounts.
      • If the patient has a VSP Signature or VSP Choice plan as their primary insurance, AcuityLogic obtains this information automatically from VSP and calculates benefits if available.
      • For more information on VSP benefit estimates, see Calculating Patient Fees and Doctor Reimbursements.
    4. Click Save.
  9. To apply a line discount to an item, click the link in the Line Discount column, record the discount information in the Discount window, and click Apply Discount.
  10. To apply a global discount, click one of the links in the Global Discount column, record the discount information in the Discount window, and click Apply Discount.

    To apply a coupon in the Discount window for line or global discounts, scan the coupon or enter the coupon number in the Coupon Number field and select a reason type from the Reason drop-down list if necessary.

    The discount type and amount are automatically entered for coupons with the following discount types selected in the Coupon window in AcuityLogic Admin:

    • Dollar Amount
    • Percentage Amount
    • Charge Amount (Available for line discounts only)

    If you did not select a reason type, Coupon is selected automatically from the Reason drop-down list.

    For coupon configuration in AcuityLogic Admin, see Setting Up Coupons.

  11. To update the tax rate for a line item, click the link in the Tax column, enter the new tax rate in the Update Tax window, and click Update Tax.

    If your office has multi-tier taxes set up, update the tax rate for each authority. See Updating Tax Rates for Transactions.

  12. Click Save.

Related Topics