How to add multiple price list and assign to your practices
Adding multiple/alternate pricing lists.
Why is this useful?
Many times, labs will provide special pricing for one or more practices. EasyRx gives you a nifty feature to add up to 4 different pricing tiers that can be assigned individually to one or more practices!
Good to know information - first:
Standard pricing will always be the default pricing list a practice sees when creating an Rx that will be submitted to your lab. You are responsible for assigning the practice an alternative pricing list in your EasyRx lab account if you offer special rates or discounts for them.
Note: It is highly suggested you first setup your standard pricing first before adding alternate pricing. Alternative pricing can be set without standard pricing; however, you should make setting standard pricing a priority because as soon as a practice connects with your lab, they may start piecing an Rx together before you are able to assign them an alternative pricing list.
If you have not yet added pricing to your parts, the practice will see $0.00 on their pricing when creating a prescription by default. We highly suggest adding pricing to help your practice's budget accordingly when submitting Rxs to you. It's our experience that practices are budget-minded, so this feature is a huge perk for practices as well!
Finding your alternative pricing list:
From your home page (dashboard), click [Configure] from the menu bar. Then click [Alternative Price Lists for Parts]
You will now see your entire library of parts, along with your standard pricing. You have up to 4 different pricing lists you can configure.
Most of your time will be spent on this page assigning the correct pricing to each part. You must [Edit] each part and add the pricing (in 0.00) format. You do not need to add dollar or currency signs to it. Be sure to click [Save] when you are done entering the fields on each part.
Next - Assigning the price lists to individual practices and offices
Click the [Practices] tab on the menu bar. Find the practice you'd like to assign alternate pricing to by finding their account and clicking [View] as shown below.
Once you have clicked view, you will be on the [Manage Practices] page for that practice. You will want to scroll down to the office location of the practice that you would like to assign alternate pricing to and click [Edit] next to the respective address.
Important Note: A practice may have more than one office location. You will need to assign the pricing to each of their office locations if you want the pricing to apply to those offices as well. Also, you can assign different pricing to different offices, even for the same practice.
Once you are on the office location's edit page, as seen below, select the [Alternate Price List] dropdown. Select the appropriate price list you'd like to assign to that practice location, then be sure to click [Save]. You also have the opportunity on this page to update any location information or contact information for your lab to reference.
Finally, you will get a confirmation message showing their profile is updated. You can verify the price list that is in effect by viewing the office information associated with the practice.
Reminder: Be sure to assign pricing to any other office locations the practice may have on this page if those locations are to receive alternate pricing as well.
Then that's it; you are all set! The practice will see their special pricing in real-time. When you update your part prices in EasyRx, you also update your alternate price lists.
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