Note: Payment Plans are currently in beta and accessible only to a limited number of practices at this time.
Practices can easily offer flexible payment options by creating new plans or customizing pre-built options. Follow these steps to create and manage "Installment" plans.
Step 1: Navigate Plan Options
Navigate to the Payments page from the left-hand menu.
Click on “Plan Options”.
This opens the Plan Options page, where you can:
View existing plans.
Create new plans.
Update, duplicate, delete, or reset default built-in plans.
Step 2: Create a New Plan
Click “+ Create Plan” to start creating a new payment plan.
A pop-up will appear with two plan types:
Pay in Full: The patient pays the total amount in one transaction.
Installments: The patient pays in multiple installments over time.
Select “Installments” to proceed.
Step 3: Set Up Your Installment Plan
You’ll now configure the details of the installment plan.
Plan Information
Plan Title (Required): Add a descriptive name (max 85 characters).
Number of Installments (Required): Enter the total number of payments (e.g., "12"). Maximum: 48 installments.
Frequency: Choose how often payments are made (e.g., Bi-Weekly, Monthly).
Discount Settings
Type:
Percent: Discount in percentage.
Value: Discount in dollar amount.
Allow Override:
Enabled: Allows staff to adjust the discount within set minimum and maximum values.
Disabled: Locks the discount amount.
Management Fee Settings
Type:
Percent: Fee as a percentage.
Value: Fee as a dollar amount.
Allow Override:
Enabled: Allows staff to adjust the fee within set minimum and maximum values.
Disabled: Locks the fee amount.
Management Fee Calculated From:
Remaining Amount (Recommended): Fee is applied after discounts and the down payment.
Total Cost: Fee is applied to the total cost after discounts, including the down payment.
Down Payment Settings
Type:
Percent: Down payment as a percentage.
Value: Down payment as a dollar amount.
Allow Override:
Enabled: Allows staff to adjust the down payment within set minimum and maximum values.
Disabled: Locks the down payment amount.
Save Your Plan
Click “Save Plan” to confirm the details.
Step 4: Set Plan Conditions
After saving, the plan will initially show as Inactive. Click on Inactive (click to edit) to set the conditions for when this plan will be available.
Conditions to Configure for Treatment Plan Controls:
To allow this plan for patients based on Treatment Plans or Custom Amounts:
Click the Inactive (click to edit) link under Treatment / Custom Amount Plans Control.
Show this plan to patients:
FFS Patients: Patients without insurance who pay out-of-pocket.
Patients with Attached Insurance: Patients with linked insurance plans.
Treatment Plan Range: Set a cost range that determines when this plan is available.
Exclude Patients:
Based on specific insurance plans.
Based on specific tags assigned to patients.
Click Submit to save these conditions.
Conditions to Configure for Pending Balance Plan Controls:
To allow this plan for patients based on outstanding balances:
Click the Inactive (click to edit) link under Pending Balance Plan Control.
Configure Conditions:
Patients:
FFS Patients
Patients with Attached Insurance
Pending Balance Range – Define the dollar range (e.g., $0–$5,000).
Exclude Patients:
By Insurance Plans
By Tags
Select Aging – Filter based on balance age:
Current
30 days
60 days
90 days
Click Submit to save these conditions.
Step 5: Activate and Manage the Plan
After saving, the plan will appear as Active and ready to use. You can always return to the Plan Options page to update or manage your plans as needed.
