Budget Planning > Creating Credit Card Payment Plans
The Payment Plan Consent form is accessed from the Credit Card Payment Plan window and authorizes your office to keep a patient’s signature on file and charge his credit card on a recurring basis.
The consent form is generated in two ways:
The software prompts you to print a consent form immediately after you create or edit a payment plan. You must print the form before you can continue. If you have edited a payment plan, a modified version of the form is printed, including a new payment schedule.
You can print the consent form at any time once a payment plan is created.
The payment plan consent form is archived whenever it is printed and is displayed in the document tree for the patient or account. The document is labeled as Payment Plan Consent Form. If the consent form was printed because a user edited the payments, the text reads Payment Plan Consent Form (Modified).
To print an existing consent form:
In the Account List or Patient List window, select a record and click Credit Card Payment Plan. The Credit Card Payment Plan window is displayed.
Click Consent Form. The Output Options—Payment Plan Consent Form window is displayed.
Select the output option and click OK.
Two copies of the consent form—an Office Copy and a Cardholder Copy—are printed.
The consent form will not print if a payment plan is not set up.