Finding the right payment plan shouldn’t slow your team down. With the Search Plan field on the Payment Plans page, you can quickly locate specific plans by name—without scrolling through long lists. This works alongside the existing Search Patient field, allowing you to further narrow results when needed.
Why This Matters
As your practice grows, so does the number of payment plans you manage. Searching by plan name helps your team:
Save time by instantly locating specific plans
Reduce errors when reviewing or updating plans
Quickly assist patients with questions about their plans
Stay organized when managing multiple plans with similar structures
Whether you’re looking for a membership plan, a specific treatment plan, or a plan tied to a timeframe (like “2026”), this feature helps you find it faster.
Where to Find It
The Search Plan field is located at the top of the Payment Plans page, next to the Search Patient field.
How to Search by Plan Name
Go to Payments in the left-hand navigation
Select Payment Plans
Choose the appropriate status tab:
Active
Accepted
Delinquent
Retrying
Proposed
Archived
Enter a plan name (or part of it) in the Search Plan field
Results will update instantly as you type.
How Search Works
The Search Plan feature is designed to be flexible and easy to use:
Searches within the selected tab only: Results are limited to the status tab you’re currently viewing
Partial matches supported: You don’t need the full name—typing “2026” will return plans like “2026 Membership.”
Case-insensitive: “membership”, “Membership”, and “MEMBERSHIP” all return the same results
Real-time results: No need to refresh—results update automatically as you type
Independent of patient search: You can use it on its own or combine it with patient search
Combining Plan Name and Patient Search
For even more precise results, you can use both search fields together.
When both fields are filled:
Results are filtered by both plan name AND patient name
Example:
Searching for:
Patient: Sarah
Plan name: 2026
➡️ Only plans that match both criteria will appear
Supported Tabs
You can search by plan name across all payment plan statuses:
Active
Accepted
Delinquent
Retrying
Proposed
Archived
Important Notes
The Search Plan field filters by plan name only
(It does not search by amount, date, or other details)If no results appear:
Confirm you’re in the correct status tab
The plan may exist under a different status
Switching tabs will:
Keep your search term
Apply it to the newly selected tab