Video Tutorial
[Loom embed: "How to Use the Cash Discount Program in Prahsys Merchant Dashboard"]
Video Transcript
Video Transcript
Hi, and welcome to Prahsys Support. In this video, I'll show you how to use the Cash Discount Program when processing payments in the Prahsys Merchant Dashboard.
Before we get started — this video assumes your Cash Discount Program has already been approved and is active on your account. If you haven't set that up yet, check out our article on how to sign up for the Cash Discount Program first.
To begin a new payment, click the blue + New Payment button at the top of the left-hand navigation menu. You'll see three options: Manual Card Entry, Terminal Payment, and Insurance Payment. Select whichever payment type applies to this transaction.
Once you're on the New Payment screen, you'll see a section called Payment Information with a toggle at the top that reads Enter amount as, with two options: Card Price and Cash Price.
If you select Card Price, you'll enter your standard posted price — the card rate. We'll automatically calculate the cash discount amount behind the scenes and display both options in the Payment Summary before the transaction is completed.
If you select Cash Price, you enter the discounted cash amount directly, and we'll automatically calculate the card price for you.
Either way, both prices will appear in the Payment Summary — the card price and the cash price with the discount shown — so the patient can see exactly what they're being charged and why.
If a patient is paying by card, the card price is charged. If they're paying with cash or check, the cash discounted amount is what they owe. Your staff doesn't need to do any manual math — Prahsys handles it all automatically.
Now, if you ever want to temporarily turn off the Cash Discount Program — say you're having a day where you'd prefer to run standard pricing — you can do that from Settings. Click Settings in the left navigation, find the Cash Discount Program section, and toggle it off. When it's off, the payment flow returns to standard pricing with no discount options shown. You can toggle it back on at any time.
One more thing: your current Cash Discount Rate is visible in Settings — it defaults to 3%. If you'd like to change that rate, reach out to Prahsys Support. Rate changes require updated signage and re-approval with a new photo, so we'll walk you through that process.
And that's it — that's how you use the Cash Discount Program. If you have questions, contact us at [email protected] or call 1 (833) 222-6834. Thanks for watching.
Quick Steps
Click + New Payment in the left-hand navigation menu
Select a payment type — Manual Card Entry, Terminal Payment, or Insurance Payment
Under Payment Information, choose whether to enter the Card Price or Cash Price
Select Card Price to enter your posted card rate — the cash discount is calculated automatically
Select Cash Price to enter the discounted cash amount — the card price is calculated automatically
Enter the amount and a description, then click Continue
Review the Payment Summary — both the card price and cash price are displayed
Complete the transaction using the patient's payment method
Walkthrough
Step 1: Click New Payment and Select a Payment Type
From anywhere in the dashboard, click the blue + New Payment button at the top of the left-hand navigation. A menu will appear with three options: Manual Card Entry, Terminal Payment, and Insurance Payment. Select the appropriate type for this transaction.
Step 2: Choose How to Enter the Amount
On the New Payment screen, under Payment Information, you'll see a toggle labeled Enter amount as with two options: Card Price and Cash Price.
Card Price — Enter your posted card rate. The system will automatically calculate the cash discounted amount.
Cash Price — Enter the discounted cash amount. The system will automatically calculate the equivalent card price.
Quick Tip: Most staff will find it easiest to always enter the Card Price — it matches the amount on your fee schedule and the system handles the discount math automatically.
Step 3: Enter the Amount and Description
Enter the payment amount in the Card Price or Cash Price field, add a description for the transaction, and click Continue.
Step 4: Review the Payment Summary
On the next screen, the Payment Summary panel on the right will display both pricing options clearly:
Card Price — the full posted amount
Cash Price — the discounted amount, with the savings called out (e.g., "Save $6.00 — 3% Off")
The summary also includes a note confirming that listed prices reflect standard card/debit pricing and that a cash discount is available for eligible payment methods. This transparency is built in — no extra steps needed from your staff.
Collect payment from the patient using their chosen method and complete the transaction.
Important Note: If the patient is paying by card, the Card Price is charged. If paying by cash or check, the Cash Price is charged. The Prahsys system does not automatically detect the payment method — your staff selects or confirms the appropriate amount at checkout based on how the patient is paying.
Step 5: Toggle the Program On or Off (If Needed)
If you need to temporarily disable the Cash Discount Program, navigate to Settings in the left-hand navigation menu. In the Cash Discount Program section, use the toggle to turn the program on or off.
When toggled off, the payment flow returns to standard pricing with no discount options displayed. Toggling it back on restores the cash discount flow immediately.
Quick Tip: Only staff with Settings access can toggle the program. If your team has questions about access levels, contact Prahsys Support.
Understanding Your Cash Discount Settings
Your current program details are always visible in Settings under the Cash Discount Program section.
Opted In — The date your practice enrolled in the program
Approved — The date Prahsys Support activated the program after reviewing your signage
Cash Discount Program toggle — Turn the program on or off at any time
Cash Discount Rate — The percentage discount applied when a patient pays by cash or check (default: 3.00%)
Download Signage — Download a printable PDF of your current compliant signage at any time
Changing Your Cash Discount Rate
Your Cash Discount Rate defaults to 3% and is visible in Settings. If you'd like to adjust this rate, contact Prahsys Support — rate changes cannot be made self-serve because they require updated signage.
When you request a rate change, Prahsys will:
Update your rate in the system
Generate updated signage reflecting the new percentage
Ask you to print, post, and photograph the new signage
Review your photo and confirm the update before the new rate goes live
Important Note: This process protects your compliance — your posted signage must always match the rate applied at checkout.
Need Help? Contact Prahsys Support at [email protected] or call 1 (833) 222-6834.