Creating a Coverage Policy for Retail Memberships
If you need to offer specific discounts or surcharges by membership, follow these steps to create a coverage policy for retail memberships.
Step 1: Navigate to Coverage Policies
Go to Billing > Memberships > Coverage Policies, click Coverage policy and select Retail.
Step 2: Define the Coverage Policy Rules
Once you have opened the coverage policies registration, proceed to create the coverage policy.
- Policy Name: Choose a name for your coverage plan.
- Select Membership Plan: Select one or more membership plans to include in this coverage policy.
- Create Rule
- Category: Select a specific category to apply the coverage, or choose "All categories."
- Items: Select a specific item, or choose "All items." Each item shows its location, or All locations.
- Price Adjustment
- Discount of: Apply a percentage discount to selected items/categories.
- Surcharge of: Add a dollar amount to selected items/categories.
- Replace price with: Replace the dollar amount on selected items/categories.
Click Add rule, and the rule appears under All Rules on the right. You can create multiple rules per coverage policy.
How Conflicting Rules Are Resolved
When more than one rule could apply to the same item, the most specific rule is the one that takes effect, in this order:
- A rule set on a specific item at a specific location.
- A rule set on the same item at all locations.
- A rule set on a category.
- A rule set on all items.
This applies no matter which direction the rule moves the price. A surcharge or a replacement price set on a specific item will override a discount set on that item's category, even though the patient pays more as a result. If you want a discount to apply to an item, make sure no narrower rule targets that same item.
When two rules are equally specific, the rule that costs the patient less is applied.
Step 3: Invoice View
Hovering over the value will display the amount with the discount/surcharge applied from the coverage policy.
If you have further questions, contact support for assistance.