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 them in verifying their selected plan details.
Instruct them to choose a payment method:
Add a new card.
Select a saved card from their profile.
Inform them that the selected card will be used for recurring payments for installment plans.
7. Ensure Patients Agree to Terms and Submit Payment
Ask them to read the plan agreement carefully.
Confirm they select the checkbox to agree to the terms and conditions.
Direct them to click Pay [Amount] and Submit Form.
Remind them to confirm submission by clicking Yes on the popup. The system will process their payment.
8. Confirm Payment Completion
After payment confirmation, inform patients 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.
