Budget Planning > Handling Patient Budget Plans

Setting Patient Budget Plan Defaults

To set patient budget plan defaults:

1. Select System > Change System Settings > General System. The General System Settings window is displayed in SCAN mode.

2. Double-click in a field or click Edit to switch to EDIT mode.

3. Select the appropriate credit code from the Credit Code drop-down list. The default code for this field is 58.90, but you can use any code between 50.00 and 59.89. The code enables the software to transfer the charges for the procedure to the credit amount for the patient balance when you set up a patient budget plan. The credit amount is then divided by the number of payments set for the patient budget plan to determine the payment amount.

4. Type the typical patient budget plan duration (in months) in the Default No. Months field.

Example:If most patients pay for treatment over a year, type 12.

5. Click OK.

6. Click Close.