When your practice sends a payment plan proposal to a patient, the plan appears in the Proposed tab on the Payment Plans page. If the patient does not accept the proposal within 60 days, the plan is automatically marked as Expired and moved to the Archived tab.
This helps keep your payment plan history organized while ensuring that older proposals remain accessible for reference.
What Happens After 60 Days
If a payment plan remains unaccepted for 60 days:
The plan is automatically removed from the Proposed tab
The plan is moved to the Archived tab
The status changes to Expired
Previously, older proposed plans would disappear from the Proposed tab and no longer be visible in the system. With this update, expired proposals are now preserved in the Archived tab for future reference.
How the Expiration Process Works
The 60-day period begins on the date the payment plan was proposed
Expiration is processed each day automatically through PbN payment plan automation
No manual action is required from the practice
Only unaccepted Proposed plans follow this process
Deleted plans are not archived
Where to Find Expired Payment Plans
To view expired plans:
Go to Payments
Select Payment Plans
Open the Archived tab
Look for plans with the status Expired
You can also use the Search Patient or Search Plan fields to quickly locate a specific expired proposal.
Payment Plan Statuses
Status | Tab | Description |
Proposed | Proposed | The payment plan has been sent to the patient and is awaiting acceptance |
Expired | Archived | The payment plan was not accepted within 60 days and was automatically archived |
Important Notes
Expired plans are read-only and cannot be reactivated
If a patient wants to proceed after a plan expires, a new payment plan proposal must be created
The 60-day expiration applies to all proposed payment plans
Previously expired plans that disappeared before this update have now been moved to the Archived tab with an Expired status