Practices can easily offer flexible payment options by creating new plans or customizing pre-built options. Follow these simple steps to create and manage "Installment" plans.
Step 1: Access 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, 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 Installments 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 Conditions for the Plan
Once the plan is saved, it will appear as Inactive.
Click “Inactive (click to edit)” to set conditions.
Choose when the plan should be available:
Patient Types:
FFS Patients: Patients without insurance who pay out-of-pocket.
Patients with Insurance: Patients whose costs are covered by their insurance plan.
Treatment Plan Range: Define the range of treatment costs eligible for this plan.
Exclusions:
Insurance Plans: Exclude patients based on their insurance.
Tags: Exclude patients based on assigned tags.
Click “Submit” to save your 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.
