Bulk discounts editor

Overview: Bulk discounts editor

The bulk discounts editor allows you to easily update discounts for one or all patients. Use filters such as provider name, current discount, and patient status to group patients and apply updates efficiently.

We’ll even do the math! Don’t worry about compounding discounts, first order discounts, or calculating your profit margin — we’ll show you exactly what to expect, what you’ll earn, and who may be left out before you approve anything.

Bulk updating individual discounts

To update multiple individual patient discounts with the bulk discounts editor:

1. Go to the Patients / Clients page.
2. Using filters, narrow down patients in your dispensary meeting your criteria.

3. Use the checkboxes on the left to select patient accounts for the bulk discount update.

4. Click options ( ), then Edit total discount. 
5. In the Edit patients’ total discount modal, select a new patient discount (%).

6. Click Save.

Discounts will update for patients immediately and apply to all future orders. Feel free to navigate away from the page as discount updates are running. We’ll notify you with an in-app alert once discounts have been successfully updated.

Staff access to the bulk discounts editor

The Bulk Discounts Editor is accessible to all provider and staff accounts. When global patient access is OFF, additional providers will only have access to modify discounts of patients that are assigned to them.

Applying filters to manage individual patient discounts

With filters, you can quickly update multiple patient discounts from the patient management page to find, select, and group patients in order to apply or readjust discounts as needed.

On the Patient / clients page, select the Filters button to apply criteria and narrow your search results. Available filters include:

• Provider
• Savings
• Patient status — archived, draft plans, and first order discount
• Created in — Fullscript or Wellevate