Scenario: Two subsidies / One Item:
In this scenario, one of your partners has agreed to pay part of a surgical fee but it doesn’t cover the whole cost. You then would like for your clinic to cover the remaining amount of the surgical fee.
Example: Cat Neuter $50 – Humane Society paying $25, your clinic (or another funding partner) paying $25
Part 1: The First Subsidy
1. Setup a Funding Partnership
for Tulsa County Humane Society. NOTE: IF YOUR CLINIC ALREADY HAS A FUNDING PARTNERSHIP FOR THIS ENTITY, DO NOT DO THIS STEP. GO RIGHT TO SETTING UP THE SUBSIDY.
A. Go to Settings > Funding Partnerships (https://clinichq.com/app#/settings/partnerships)
B. Click Create Partnership in upper right corner
C. Select Partnership Type: as Invoiced, and from the drop down select the volume client in the Bill to Volume Client drop down. Note: If your volume client is not here, this means they need to be first setup as a volume client in Clients > Create Volume Client
D. Give the Partnership a name — usually just a repeat of the volume client name
E. Click Save button
Creating an Invoiced Funding Partner requires the VC to already exist2. Setup Subsidy
Here we will want the voucher to cover $25 on a cat neuter, this is the example we’ll work through. In this example, you know that you need a subsidy specifically to be used in combination with a secondary subsidy (your clinic’s comped amount of $25) — You will setup a subsidy specifically for this scenario.
A. In Settings section, click Subsidies link on left (https://clinichq.com/app#/settings/subsidies)
B. Click Create Subsidy in upper right corner
C. Give the subsidy a name. Here you might call it like “Tulsa County Voucher - $25”
D. Select the drop down to Associate it with Partnership — the Funding Partnership you just created — the Tulsa County Humane Society in this example.
E. For simplicity, we are not going to apply any restrictions, but you could by unticking the “There are no restrictions” tick box and inputting restrictions here.
F. Click Save button.
G. A new tab will open up called “Items This Subsidy Covers.” Click that tab.
After a subsidy is created you can edit the services it coversH. Here for the cat neuter, we’re going to make the price of the cat neuter $25 by typing 25 in New Service Price column for Cat Neuter. Inserting a value here will change the price from $50 to $25 when this subsidy is selected. It gives it a “new price.”
Set a New Service price in the third columnI. Next we’ll put in the amount to invoice Tulsa County — $25
The Invoiced Amount is how much the VC is payingJ. Next, we’ll input the discount the client standing in front of you is to pay — the one who gave you the voucher. Here a little math is involved — The new price will be $25 and we want Jane to pay $0 — so $25 – $25 = $0 – the “Client Discount” is $25.
Client Discount is the same as the New Service Price*K. *Next, we’ll add this line item as an eligible item, meaning, we’ll “turn it on” by ticking the plus sign to the far right of the item. Note: Sometimes, depending on screen size, this plus sign is pushed too far to the right and is not viewable. If this is the case, simply click on the Chrome Settings icon in the upper right corner and zoom down to 90% or so. Then it will be apparent.
So now when this subsidy is applied, it will change the surgery price to $25, put it on Tulsa County bill and Jane Smith will pay $0.
Now you could simply leave it like this. After all, the price has been adjusted and all parties are getting billed what they should. However, if it’s important to you to track in your statistics that your clinic comped that $25 via a feral cat program — the next steps are necessary.
Part 2: The Second Subsidy
The trick with doing this maneuver is to use an item called “partial surgery” and to subsidize that item as the secondary subsidy. It is necessary to turn this item on for your clinic.
A. Go to Settings > Services and Products > Add New Items
B. Click Services link > tick box for one or more of the partial surgeries > click Add Selected button. In this case we’ll select only one item “partial surgery” since in this case we only want to charge it $25, regardless of whether it’s a male or female, and it only applies to cats, not dogs.
Add a new service for the second subsidy to be applied to
Alternate line item wording is 2nd SubsidyC. If you do not already have a Funding Partnership for your organization you will need to set one up. You’ll set it up as a Pre-Paid partnership, with $1.00 in the pot (since it has to have something in the pot in order to use it).
D. Then setup a subsidy for your second subsidy, such as “Feral Discount” and make the partial surgery amount the amount you would like to discount.
E. Then in checkout, subsidize the first surgery with the first subsidy, and “partial surgery” as an item and subsidies it with the feral discount.
