A deal represents the relationship between a broker and their commission. A retail deal indicates how much the practice is going to pay the broker per retail or self-pay membership.

There are two ways to create a retail deal - from the membership plan or from the broker.

Follow these steps to create a retail deal starting with the patient. Use this method if you have memberships with more than one broker:

  1. Navigate to your patient list
  2. Search for the patient
  3. Navigate to the patient’s active membership
  4. In the 'Summary' section associate the broker with the membership
  5. Note: All retail deals for the same broker account must use the same commission rate
  6. Repeat for the remaining memberships

Follow these steps to create a retail deal starting with the broker account. Use this method if most of your patients are associated with a single broker broker:

  1. Navigate to ‘Commissions’ in the main menu bar
  2. Click into the broker account
  3. View the 'Deals' tab
  4. Click '+ Create Deal' and enter the deal details
  5. Repeat this for every membership deal this broker account tracks
Did this answer your question?