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

Editing a Payment Plan

If a client with an existing payment plan pays a large portion of an existing balance, but does not pay in full, it might be necessary to update the payment plan schedule.  You can change both the schedule of the payments and the number of installments remaining.

To edit a payment plan:

1. Open the Ledger Card for the patient or the responsible party whose payment plan requires revision.

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

3. Make the changes.

4. Click Re-calc installments, if any recalculation is necessary.

5. Click OK.

 

Related Topics

Creating a Payment Plan

Backdating a Payment Plan

Adding, Removing, or Changing Interest on a Payment Plan

Closing a Payment Plan

Changing Payment Plan Messages

Listing Accounts with Active Payment Plans