A payment plan offers patients a convenient way to manage their balances, easing their financial burden while ensuring a steady income for your practice. Additionally, we offer the option to set up payment plans for zero balances, allowing monthly payments to be added to the patient fund.
You must be enrolled in our Payment Processing product to use payment plans. Not yet enrolled with Payment Processing? Contact the RXNT Sales team by emailing sales@rxnt.com or by calling 1800-943-7968, option 3.
Steps to set up a payment plan
Navigate to the Patient Dashboard.
Search for the patient by entering their First or Last Name in the search field.
Alternatively, you can click the Filter icon to search for the patient by entering their Chart Number, Account Number, Date of Birth, Phone Number, or Zip Code.
Click on the Payment Plan.
Choose an amount from the available options.
OR
Enter a Custom Amount. This amount will be paid monthly through the payment plan.
Click, Continue to Term.
Select the duration of your payment plan, you can choose to End after the balance is $0 or Custom Terms.
If you choose to End after the balance is $0. Select or enter the First Payment Date. The earliest date that can be chosen is the next day's date. The payment plan will remain active till the patient's balance is zero.
If you choose Custom Terms. Enter the number of Months for the plan's duration, regardless of the balance amount.
Select or enter the First Payment Date. The earliest date that can be chosen is the next day's date. Payments will be made through the payment plan on the same monthly date for the selected term.
Click, Continue to Payment.
Select a previously saved card or add a new card as the payment method. This card will be debited monthly for the payment amount selected until the term is completed.
To select a previously saved card, select the card from the Select Card drop-down.
OR
To Add New Card, enter the Card Name, Card Type, Card Number, and Expiration Date.
Click on Continue to Review
Click, Start Payment Plan. The payment plan is now active and it will remain active for the selected term.
The Payment Plan button on the patient dashboard changes to View Plan.
Note:
- When a payment is made through the payment plan, it will be an unapplied payment in the billing system. When the payment amount is applied, it will be deducted from the patient's balance.
- The payment plan will be active for the selected term irrespective of whether the patient's balance is 0. Any amount paid after the balance is zero will go to the patient fund.
Steps to view the payment plan
Click on the View Plan button. This will remain on the patient dashboard while the payment plan is active.
By default, the Plan Details tab opens. This shows the details of the payment plan that was set up.
Click on the Payment Summary tab. This tab shows the payment date and amount of the previous payments that were made through the payment plan. If no previous payments exist it will display a message saying No previous payments exist.
Steps to stop the payment plan
Click View Plan.
Click on Stop Plan.
This will stop the plan immediately and the View Plan button changes back to Payment Plan on the patient dashboard.
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