Practices can create and manage both built-in and custom payment plans, making it easier to accommodate patient needs. Follow the steps below to create and manage a "Pay in Full" plan.
Step 1: Access the Plan Options
Navigate to the Payments page.
Click Plan Options in the left-hand menu.
Here, you’ll see a list of available plans. You can view, create, update, delete, or reset the default built-in plans.
Step 2: Create a New Payment Plan
Click the + Create Plan button.
In the pop-up modal, choose the plan type:
Pay in Full: The patient pays the full amount in one transaction.
Installments: The patient pays in multiple payments over a set period.
For this guide, we’ll create a Pay in Full plan.
Step 3: Configure the Pay in Full Plan
Once you select "Pay in Full," a new modal will appear for plan details. Fill out the following:
Plan Title: Enter a name for the plan.
Discount: Choose whether to offer a discount.
Percent: Discount as a percentage.
Value: Discount as a dollar amount.
Allow Override: Decide if users can adjust the discount when offering the plan:
Disabled: The discount amount is fixed.
Enabled: Users can adjust the discount, but it must stay within the set minimum and maximum range.
Min: Minimum discount value (cannot be empty and must be less than or equal to the default discount).
Max: Maximum discount value (cannot be empty and must be greater than or equal to the default discount).
Click Save Plan to save the plan or Close to discard changes.
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:
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.
Step 5: Activate the Plan
Once conditions are saved, the plan will appear as Active. It’s now ready to be offered to patients.
