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How Can Patients Manage Their Payment Plans from the Patient Portal?

Alyssa Elso avatar
Written by Alyssa Elso
Updated over 3 weeks ago

The Patient Portal offers a secure, self-service way for patients to view, manage, and pay their active or pending payment plans. This empowers patients to stay on top of their financial responsibilities without calling the office.

As a practice, you can encourage patients to use the Patient Portal to manage their plans, saving your front office time and ensuring timely payments.

Patient Journey Overview

Here’s what patients will experience when managing payment plans through the Patient Portal:

1. Log in to the Patient Portal

Patients visit the Patient Portal login page and enter their registered email and password to sign in.


2. Navigate to “Payment Plans”

After logging in, patients:

  • Click on “Payment Plans” from the left-hand navigation menu

  • See all of their plans categorized by status:

    • Active

    • Accepted

    • Retrying

    • Delinquent

    • Completed


3. View Detailed Plan Information

In the Action column for each plan:

  • Patients click the eye icon (👁️) to open detailed plan info, including:

    • Total plan amount

    • Remaining balance

    • Upcoming installment schedule

    • Past payment history

4. Make a Payment

To submit a payment, patients:

  • Click the card icon (💳) in the Action column

  • Are redirected to a secure payment page

  • The next upcoming installment is pre-selected

  • They enter credit/debit card information and click “Pay”


5. Payment Confirmation

Once the payment is successful:

  • A confirmation screen appears

  • The patient can download a receipt directly from the portal


Key Takeaways for Practices

  • Patients can fully manage payment plans—view status, history, and make payments—through the Patient Portal.

  • Encourage patients to use this feature for quicker payments and reduced administrative follow-up.

  • This portal supports a better patient experience while saving time for your team.

If your practice needs help activating the Patient Portal or training patients on how to use it, please contact your PbN Customer Success Manager.

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