Note: Payment Plans are currently in beta and accessible only to a limited number of practices at this time.
Practice Admins can create and manage both built-in and custom payment plans, including a "Pay in Full" option, to better accommodate patient needs. This guide covers all steps, including plan creation, activation conditions, and pending balance controls.
Step 1: Navigate to Plan Options
Go to the Payments page.
In the left-hand menu, click Plan Options.
You can view, create, update, delete, or reset the default built-in plans here.
Step 2: Create a New Pay in Full Plan
Click + Create Plan.
In the modal, choose Pay in Full.
Pay in Full: The patient pays the full treatment amount in one transaction.
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 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 the Plan
Once conditions are saved, the plan will appear as Active. It’s now ready to be offered to patients.
