*Payment Plans are currently in beta and accessible only to a limited number of practices at this time.*
Managing patient payments can be challenging, especially when a patient needs a one-time, custom payment plan. With PbN’s Custom Amount Payment Plan, you can create personalized plans that work for both your practice and the patient.
Benefits of Custom Payment Plans
Set custom installment amounts and schedules.
Inform patients about their plan details via email or in-office.
Track and manage payment plans to ensure timely payments.
Offer a flexible repayment option to improve patient satisfaction.
Maintain a steady cash flow while helping patients with financial flexibility.
How It Works:
Discuss the Plan with the Patient – Review payment terms and get their agreement signed in-office.
Offer a Payment Plan Option. Patients can make the first payment immediately online, or you can charge them after they sign the agreement.
Manage & Track the Plan – Monitor active plans and follow up on payments as needed.
Setting Up a Custom Amount Payment Plan
To enable custom payment plans, you’ll need to set up conditions that determine which plans are available to patients. These will be the same conditions set under the Treatment Plan Control.
Plan Setup Options
Show plans to patients based on:
Out-of-pocket (FFS) patients – No insurance attached.
Patients with insurance – Covered by an attached insurance plan.
Define eligibility criteria:
Set a cost range for available plans.
Exclude specific insurance plans if needed.
Exclude patients based on assigned tags.
Once you’ve configured your settings, click Submit to save changes.
Offering a Custom Payment Plan to a Patient
Step 1: Start a New Payment Plan
Go to Payment Plan → Proposed Tab and click Add New
Or, open the Payment Charge screen and select Payment Plan under Payment Request.
Step 2: Select Plan Options
Choose the patient and enter the requested payment amount.
Click Payment Plan Options to view eligible plans based on your settings.
Select up to 3 plans to offer the patient (if more than 3 are selected, the system will automatically choose the best 3).
Name the plan (max 200 characters).
Step 3: Send the Payment Plan
Click Send Request to finalize the plan.
You’ll receive a confirmation message once the plan is sent.
Step 4: Tracking & Managing Plans
View offered plans in Payment Plans → Proposed Tab.
If a patient accepts and pays for one plan, the other two are automatically archived.
If you manually archive a plan, the patient will only see the remaining options.
Click any entry to view the full plan summary.
Step 5: Accepting & Activating a Plan
If needed, you can manually accept a plan on behalf of a patient.
Ensure the patient has provided written consent and a payment method is saved for future installments.
Once a plan is accepted, it moves to the Accepted Tab, and the others are archived.
Charge the first installment or down payment to activate the plan.
The system will automatically schedule and charge future installments on the due date.
