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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...
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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 Revenue Cycle wheel is broken down into 5 categories designed to assist the practice with the workflow of processing claims. These categories are Prepare, Submit, Manage, Post, and Collect. Clicking on a category section will open a list of...
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The text to pay request can be sent utilizing the Quick Pay screen. On the Quick Pay screen selecting the payment method of credit card will allow the selection of the Text to Pay button. Follow the below step by step instructions on how to do thi...
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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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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...