How to bill a client according to a variable pricing structure

If your practice uses variable pricing or tariff billing you will need to set different rates as line items for the same service to allow accurate invoicing:

• Private patients: These patients pay out-of-pocket 
• Medical aid patients: Rates are typically based on medical aid rates to ensure full coverage
• Practice-specific rates: Rates which may be negotiated or aligned with market standards

Here’s how

Follow these steps:

1. Go to Settings > Payments & Invoicing > Line items

2. Create line items for each rate with the same treatment code and service description 

Here’s an example:

The laser beam service under treatment code 72006 is categorised with three pricing options: R195.04 for private patients, R206.75 for Discovery 2024 patients, and R210 for the practice rate.

Pro-Tip

• You can edit your line items in bulk to speed up the process.

3. Now, associate the most appropriate rate to the service which will be used as a default to bill clients

4. Go to Settings > Services

5. Open the service

6. Scroll down to ‘Pricing and duration’

7. Select ‘Itemised price’ from the drop down menu and add the line item

8. To invoice a client at a different price for the laser beam service, delete the line item populated on the invoice and add the correct one before finalising the invoice

Learn more

• Bulk update line items