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Plan created on (date) Displays the date that the plan was originally created. It never changes once the plan has been made, even if you revise the plan later.
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Current plan balance Enter the amount that the patient has agreed to pay by installment. This value is set once you complete initial plan setup, and may not be revised afterward. When you display the Payment Plan Setup window, this field is disabled, but includes the total of any remaining payments on the payment schedule.
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Next payment due on Enter the date that you want the first payment to be due here. The date entered in this field becomes the due date of the initial payment in the schedule when you use the Re-calc installments button. You can revise this date, if needed.
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Number of installments Enter the total number of payments for this plan. The value in this field is used by the Re-calc installments button to fill in the payment schedule. You can adjust the number of installments.
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Installment due Establishes the intervals at which installments are posted to the Ledger Card. You can set this recurrence by billingl the installments over a chosen number of days (every 30 days, every 15 days, every seven days, etc.), or you can bill the installments on the same day every month (such as the first of the month, the 15th of the month, etc.). The option you select is used by the Re-calc installments button to fill in the payment schedule. You can change this setting, if necessary.
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Print pmt schedule Use the Print pmt schedule button to generate a copy of the payment schedule for the patient.
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Re-calc installments Calculates the payment plan installment schedule based on the information in the Current plan balance, Number of installments, and Installment due fields.
If you revise the payment schedule and then click Re-calc installments, all changes are cancelled.
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Close out plan Bills the entire amount on the payment plan to the patient’s ledger. A single entry, PLANBILL, for the total will be posted to the account.
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Payment schedule Lists the required payment amounts and their due dates. Although these fields may be edited, the total of all payments in the schedule must equal the amount listed in the Current plan balance field. If the amount does not equal that total, you will be unable to save the payment plan.
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Print receipt when credit card payments are authorized (auto-payments) This option is only enabled when the Consent has been recorded.