Practice by Numbers

Alyssa Elso

Payment Plans

Payment Plan Options

FAQs for Payment Plans

What Happens When a Payment Plan Proposal Expires

Understand available payment plan types and basics.

Payment Plan Overview

How to Create and Manage Installment Plan Options

How to Create and Manage the Pay in Full Plan Option

Reviewing Payment Settings for Payment Plans

Pricing and Fees for PbN Payment Plans

Managing User Roles & Permissions for Payment Plans

Default Payment Notes: Payment Plan Request

Control Patient Notifications for Payment Plan Retries

Set up plans, pricing, permissions, and rules.

Plan Setup & Configuration

How to Offer Payment Plans for Treatment Plans

How to Offer Payment Plans for Custom Amount Requests

Offering Payment Plans for Pending Balances with Automated Payment Campaigns

Preview a Custom Payment Plan Request Before Sending

Present and assign payment plans to patients.

Offering Payment Plans

How to Guide Patients to Accept a Payment Plan

Help patients review and accept payment plans.

Patient Acceptance & Guidance

How to Manage Patient Payment Plans

Payment Plan Agreements – Upload & Manage Documents

Mark a Delinquent Payment Plan as Paid Offline

Adding Notes to Payment Plans

Scheduled Activation for Accepted Payment Plans

Control Patient Ability to Pay Partial Amounts on Pending Balances

Adjusting Payments for Overpayments on Scheduled Installments

Monitor, update, and maintain active plans.

Managing Active Payment Plans

How Can Patients Make Payments Using the Public Payment Portal?

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

Understanding Cloudflare Turnstile in the Online Payment Portal

Enable patient self-service payments and access.

Patient Portal & Public Payments

Understanding the Payment Plans Dashboard

Payment Plan Insights & Reporting

Terms of Use

Privacy Policy

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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