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Last Updated: 01/09/2025
in Release Notes
Executive Summary Payment Plans New Payment Plan Feature & Configuration
Release Note | Feature Documentation | Setup Documentation ...
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Once you have set up a payment plan, you may find that some edits or updates need to be made to the existing plan. There are various actions you can perform on the existing payment plans from the Payment Plan Details Screen .
Payment Plan...
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The Payment Plan Window allows users to create a new payment plan in the application allowing patients to pay high balances over time. Creating a New Payment Plan
To create a new payment plan, a user will navigate to the Payment Plan wi...
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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...
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The Payment Plan screen can be found in the Billing portal under the Payment Posting category on the navigation bar. This screen by default will display payment plans that exist currently and are in a Past Due status. In addition, the scree...
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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...
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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...
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