Patti Patient has a treatment plan and asks to set up an auto payment plan. How do you set it up for her?
To set up an auto payment plan:
In Patti’s chart, click the Financial Functions button. The Financial Functions—Charges and Payments window is displayed.
Click the Auto Payments button. The Financial Functions—Auto Payments window is displayed.
Click a tab to select the type of auto payment you want to set up. Type information in the fields.
After completing the fields on the tab, click the Post Transactions button.
If the amount that is calculated exceeds the total balance, a message is displayed, asking if you want to do this. Click Yes, but then manually edit the last payment to match the contract payment spread.
To change an auto payment:
Double-click the payment you want to change in the Amount column of the auto payment grid.
Enter the new payment amount and press Tab or Enter. A message is displayed, asking you if you want to make this change for all future payments.
Click OK.