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  1. Payment Plan Details Screen

    The Payment Plan Details screen can be accessed by double-clicking on a payment plan from the Payment Plan screen . You can also access this screen by highlighting a payment plan and clicking the "Open" button. This screen can be used to revie...
  2. Payment Plan Screen

    The Payment Plan screen can be found in the Billing portal under the Payment Plan category on the navigation bar. This screen by default will display all payment plans that exist currently in any status. In addition, the screen allows you t...
  3. Payment Plan Setup

    Below you will find an explanation for each company setting along with the default values that are applied. These settings and rules will affect how payment plans are handled in your database.  As a practice, you will be responsible for updating...
  4. Payment Plan Setup

  5. Payment Plan Overview

    In the Billing portal, there is a category for Payment Posting. Within that category is found the Payment Plan Screen. Users will use this screen to create payment plans for patient balances. Payment Plans allow patients to pay off substantial out...
  6. Payment Plan Guides

  7. Payment Plan Overview and Screens

  8. Release 24.119 - October 3rd, 2024

    Executive Summary Company Settings Update to Estimate Auto Generation Creation Release Note  | Documentation ...
  9. Monthly Financial Detail Report (Drill Down)

    After drilling into the Monthly Financial Report , you will see the Monthly Financial Detail Report with the appropriate detail based on your selection. At this point, users have several options under actions on each line: Open the Claim : ...
  10. Drilling Into the Monthly Financial Report

    After running the report, results will now be displayed based on the group, and sub-group selected.  To drill into the details of any grouping or cross-section, merely click the group value or the number value.  This will bring up the Monthly Fi...