*Payment Plans are currently in beta and accessible only to a limited number of practices at this time.*
When offering payment plans alongside treatment plans, it’s important to ensure patients understand how to review and accept them. This guide outlines the steps patients can take to manage the cost of care effectively.
Steps for Patients to Accept a Payment Plan
1. Patients can access the payment plan by clicking the link via email or SMS.
Alternatively, the practice can present the plan to the patient through the KIOSK app during their visit.
2. Direct Patients to Review Pending Forms
Ask patients to select the checkbox and expand the list of pending forms to find their treatment plan details.
3. Assist Patients in Reviewing Treatment Plan Details
Ensure they carefully review the details of the treatment plan.
Advise them to select the checkbox to confirm the agreement and click the Continue button.
4. Guide Patients to Sign the Treatment Plan Form
Patients should sign the form to agree to the treatment cost. Please let them know that this step is not final; they will choose a payment plan next.
5. Help Patients Choose a Payment Plan
Explain the three payment options:
A pay-in-full plan offering the lowest total cost (if available).
Two installment plans, typically featuring Weekly, Biweekly, or Monthly payment options.
Encourage patients to select the plan that best fits their budget by clicking Choose Plan and then Continue.
6. Verify Payment Details with Patients
Guide patients in reviewing their selected plan details.
Instruct them to choose a payment method:
Add a new card, or
Select a saved card from their profile.
Let them know the selected card will be used for all recurring payments.
Patients can also choose their preferred recurring installment date. For monthly plans, they may select a date ranging from today up to the end of the following month.
If a patient selects the 31st, the system will automatically adjust the payment to the last valid day of the month (e.g., 28th in February, 30th in months with 30 days).
Once a date is selected, it will become the recurring payment date.
7. Ensure Patients Agree to Terms and Submit Payment
Ask patients to review the plan agreement carefully.
Ensure they:
Select the checkbox to agree to the terms and conditions.
Click Pay [Amount] and Submit Form.
Confirm their submission by clicking Yes in the pop-up.
The system will then process their payment.
8. Confirm Payment Completion
After payment confirmation, inform patients that they will see a confirmation page.
Let them know they will receive a confirmation email.
Explain that the payment plan will now appear as active in your system.
Highlight that their payment schedule will be created based on the selected plan and frequency.
