Managing Patient Accounts > Accessing the Clipboard > Accessing the Patient’s Ledger > Using Payment Plans
You can backdate a payment plan by closing out and replacing the plan.
To backdate a plan:
Open the Ledger Card of the patient for whom the plan will be added.
Click Add entry.
You can backdate the service date. This is optional, but it can make the Ledger Card easier to understand in the future.
In the Description column, type: PAYPLAN.
Press Tab on the computer keyboard.
Type the amount in the Current plan balance field.
Type the preferred number of installments.
Type entries in the Installment due section.
Type the backdated entry in the Next payment due on field.
Click Re-calc installments. This populates the fields in the lower section of the screen.
Edit the information, as necessary.
Click OK. A message is displayed.
Click Yes. The PAYPLAN amount now appears as a credit on the Ledger Card window, and is displayed as the plan balance to the right of the View pay plan button in the lower-left corner.
Click OK to close the Ledger Card and return to the patient's Clipboard.
Right-click in the empty area in the upper-right corner of the Clipboard, above the OK button.
Click Recalculate balances.
Click Ledger. The installment charges now appear on the Ledger Card as PLANBILL entries.
Adding, Removing, or Changing Interest on a Payment Plan