A payment plan is a convenient method for patients to pay off their balance. This reduces the financial burden on patients and also ensures continuous income for practices. Apart from this, we are also providing an option to set up payment plans for zero patient balances so that payments can be made monthly to the patient fund which will help patients in paying future bills.

Billing managers or associates can easily up payment plans in the billing system. Online payment should be enabled for the company to set up payment plans.

Steps to set up a payment plan for a fixed term

Navigate to the patient dashboard.

This can be done from the Search Patients screen or by clicking on the dashboard icon from the Encounter screen.

To access the patient dashboard from the Search Patients screen:

Enter the patient's name on the top right corner and click on the Search icon.

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OR

Click on Menu on the top left corner and click on Patients.

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Enter the patient's name in the Search Values 

Click on Run Report.

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Click on the patient's name.

To access the patient dashboard from the encounter screen:

Click on the dashboard icon on the encounter screen.

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Click on the Plan button on the patient dashboard. A payment plan can be set up for zero patient balance as well.

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Select the amount from the given options.

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OR

Enter any amount in the Other field.

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This amount will be paid monthly through the payment plan.

Click on Continue

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Enter the number of months in the blank field

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Select or enter the First Payment Date. The earliest date that can be chosen is the next day's date.

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Payments will be made through the payment plan on the same date every month for the selected term.

Click on Continue

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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 a saved card from the Select Card drop-down.

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OR

To add a new card, click on Add a new card.

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Enter the Card Number.

Enter the Expiration Date.

Enter the Card Name.

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Click on Continue

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Click on Confirm after checking all the plan details.

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The payment plan is now active and it will remain active for the selected term.  

The 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. 
  • Clicking on the Cancel button on any stepper will direct you to the patient dashboard and it will not save the payment plan.
  • Clicking on the Back button on any stepper will direct you to the previous stepper

Steps to set up payment plans until the patient's balance reaches zero.

Navigate to the patient dashboard.

This can be done from the Search Patients screen or by clicking on the dashboard icon from the Encounter screen.

To access the patient dashboard from the Search Patients screen:

Enter the patient's name on the top right corner and click on the Search icon.

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OR

Click on Menu on the top left corner and click on Patients.

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Enter the patient's name in the Search Values 

Click on Run Report.

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Click on the patient's name.

To access the patient dashboard from the encounter screen:

Click on the dashboard icon on the encounter screen.

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Click on the Plan button on the patient dashboard. 

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Select the amount from the given options.

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OR

Enter any amount in the Other field.

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This amount will be paid monthly through the payment plan.

Click on Continue

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Select End after balance is $0.

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Select or enter the First Payment Date. The earliest date that can be chosen is the next day's date.

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Click on Continue.

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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 patient's balance reaches zero.

To select a previously saved card, select a saved card from the Select Card drop-down.

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OR

To add a new card, click on Add a new card.

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Enter the Card Number.

Enter the Expiration Date.

Enter the Card Name.

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Click on Continue.

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Payments will be made through the payment plan on the same date every month until the patient's balance reaches zero.

Click on Confirm after checking all the plan details.

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The payment plan is now active and it will remain active till the patient's balance is zero.  

The Plan button on the patient dashboard changes to View Plan.

 

Note:

  • At any point, if the monthly payment amount is greater than the patient's balance then the payment amount taken will be equal to the patient balance. For example, the monthly payment amount is $50, and the term selected is End after balance is $0, but on the selected payment date in the 3rd month, the patient's balance becomes $25, then $25 will be taken as that month's payment.
  • 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.
  • Clicking on the Cancel button on any stepper will direct you to the patient dashboard and it will not save the payment plan.
  • Clicking on the Back button on any stepper will direct you to the previous stepper

 

Steps to view the payment plan

Click on the  View Plan button. This will remain on the patient dashboard until the payment plan is active.

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By default, the Plan Details tab opens. This shows the details of the payment plan that was setup.

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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.

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Steps to stop the payment plan

Click on the View Plan button on the patient dashboard.

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Click on Stop Plan.

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This will stop the plan immediately and the View Plan button changes to Plan on the patient dashboard.

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Still, need help? Contact us!

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