You can create payment plans for patients to allow them to pay off their balance on a periodic basis. This might be particularly useful in emergency cases where treatment is needed immediately and the patient incurs a large balance unexpectedly.
Payment plans can be created and managed from the patient's Payment Plans screen (Patient > Financials > Payment Plans). A patient must have an existing balance to have a payment plan created and activated.
Payment plans are also location-based. A patient can have a payment plan for a location in which they have an outstanding balance. Patients can have one active payment plan per each location in which they have a balance.
The maximum value of a payment plan is the calculated Patient Share balance for the location.
Payment Plans create a schedule of anticipated payments that can be communicated to the patient through their billing statements. The patient can then make payments based on this schedule (e.g., payments set to be made monthly, semi-annually, etc.) and reduce their existing balance over time.
Note: When Payment Manager is enabled for your practice, you can use it to set up and bill automatic payments for payment plans. See the Sensei Cloud Payment Manager Getting Started Guide for more information and instructions. Before you can use the Sensei Cloud Payment Manager service, you must be enrolled. Contact a Carestream Dental representative for more information.
Obtaining a Patient Signature on a Payment Plan