Setting Up Payment Plans

Skill Sharpeners

Exercise 1:  You need to cancel a patient's Pending payment plan.

To cancel a pending payment plan:

1. From the Patient tab, select Financials > Payment Plans.

2. Select Pending.

3. Select a payment plan from the list.

4. Under Actions, click Cancel Payment Plan. A message is displayed prompting you to confirm if you want to cancel the selected payment plan.

5. Click Yes. The payment plan is cancelled and it is moved from the Pending section to the Inactive section in the patient's list of plans.

Exercise 2:  You need to have a patient sign their Payment Plan.

To capture a patient signature on a payment plan:

1. From the Patient tab, select Financials > Payment Plans.

2. Select a payment plan from the list.

3. Under Actions, click Sign Payment Plan. The Sign Below window is displayed.

4. Have the patient enter a signature into the on-screen signature pad with a computer mouse, track pad, or touchscreen-enabled device, or use a Topaz® electronic signature pad.

5. Click Sign. A PDF copy of the signed payment plan is automatically saved in Patient Files.

 

Related Topics

Creating Payment Plans

Obtaining a Patient Signature on a Payment Plan

Managing Payment Plans for a Location