Managing Patient Accounts > Accessing the Clipboard > Accessing the Patient’s Ledger >  Using Payment Plans

Closing a Payment Plan

Payment plans close automatically after the last scheduled payment is billed to the ledger.  You can also close a payment plan manually.

To close a payment plan and move its remaining balance to the ledger:

1. Open the Ledger Card for the patient or the responsible party whose payment plan you want to close out.

2. Click View pay plan in the lower-left corner of the Ledger.

3. Click Close out plan. A message is displayed.

4. Click Yes.

The View pay plan button is disabled, and the remaining balance is billed to the Ledger Card in the Charges column as a PLANBILL transaction.

Related Topics

Creating a Payment Plan

Editing a Payment Plan

Backdating a Payment Plan

Adding, Removing, or Changing Interest on a Payment Plan

Changing Payment Plan Messages

Listing Accounts with Active Payment Plans