*Payment Plans are currently in beta and accessible only to a limited number of practices at this time.*
The Active Payment Plan Summary provides an overview of both completed and active payment plans.
Plan Payments
Displays payments received for all active payment plans within the last 24 months.
Under Contract Balance
Shows the remaining balance for all active payment plans. This includes:
Active Plans Balance
Delinquent Plans Balance
Retrying Plans Balance
Payment Plans Revenue Graph
Visual representation of payments received each month for active payment plans.
Active Plan Balance
Once a patient makes their first payment or downpayment, their plan appears under Active Plan Balance.
Viewing Active Plans
Users can see details for each active plan, including:
Patient Name
Plan Name
Total Plan Amount
Remaining Balance
Completed Installments
Next Payment Date
Actions Available for Active Plans
Users can manage active payment plans with the following actions:
Edit Plan – Modify installment details.
Cancel Plan – Stop the active payment plan.
Download Plan – Save or print active plan details.
Editing an Active Payment Plan
Users can view and manage all installments within an active plan. Available options include:
Charge an Installment – Process the next payment.
Mark an Installment as Paid Offline – Manually record a payment (no receipt generated).
Edit Installment – Adjust the payment date or amount.
Charging an Installment for an Active Plan
Clicking the Charge button opens a pop-up where users can review details and process the payment.
Marking an Installment as Paid Offline for an Active Plan
If a payment is made outside of the system, users can mark it as paid offline. Note that this action does not sync with your PMS. To maintain accuracy, you must manually update records in your PMS.
Editing an Installment in an Active Plan
Users can modify an installment’s date or amount with the following options:
Adjust Amount: Changes can be applied to the next installment or distributed evenly across remaining payments.
Change Due Date:
Only future dates can be selected.
New due dates cannot exceed 30 days from the original date.
Users can choose to keep the remaining installment due dates unchanged or shift them forward by the same number of days.
