# Discount Cards

The **Discount Cards** tab allows staff to record, update, and manage patient discount card details. Staff can add a discount card if it was missed during patient registration or update existing card information as needed.

{% hint style="warning" %}
Discount cards apply only to **Cash/Self-Pay visits** and cannot be used for **Insurance visits**.
{% endhint %}

{% hint style="info" %}
To learn more about creating a **master record**, refer to the [**Discount Cards Master**](/uniteemr/master-modules/discounts/discount-card-master.md) and [**Campaign Master**](/uniteemr/master-modules/discounts/campaign-master.md) topics.
{% endhint %}

***

### Steps to add a Discount Card

* Navigate to the **Discount Cards** tab.
* Click the Plus ![](/files/CaYWH4IWds9Zyd9PTgz0) icon. This action opens a **Discount Card Details** pop-up screen.
* Fill the details in **Discount Card Details** pop-up screen.

  <figure><img src="/files/HS8Bxbr0Rri6WLwPbErD" alt="" width="298"><figcaption></figcaption></figure>

  * To add a new **Discount Card**, enter the name and click **Add**. If the discount card already exists, select it from the list. \
    \&#xNAN;***Example:**  Fazaa, Esaad etc.*
  * Next, upload the **Image** or **Logo** as needed.
  * To add a new **Network**, enter the name and click **Add**. If the network already exists, select it from the list.\
    \&#xNAN;***Example:** Gold, Silver, Platinum etc*
  * Enter the unique reference number in the **Reference Number** text field.
  * Select **Set as Default** to make this the default discount card. Ensure **Active** is selected if the discount card is currently valid.
  * Use the date pickers to select the **Effective Date** and **Expiry Date**. If the card has no expiry date, select **Lifetime Card** instead.
  * Click the **SAVE** button to submit the discount card details.

    <figure><img src="/files/MzVJtmZueqR2SXtM3Ejq" alt="" width="329"><figcaption></figcaption></figure>
  * To edit the card details, hover over the card to view the **EDIT** and **INACTIVE** hyperlinks. Select **EDIT** to update the card details or **INACTIVE** to deactivate the card. Once a card is marked inactive, it cannot be reactivated.

    <figure><img src="/files/0JKD60NfiLjIeZCoxqT3" alt="" width="336"><figcaption></figcaption></figure>

***


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