Budget Planning > Handling Patient Budget Plans

Using Patient Budget Plan Window Options

The commands available from the Options section of the Express bar or Options menu when using the Enhanced Workspace are:

• Edit Ortho Case:Use this command to edit the fields that are located in the Ortho Insurance Case Information section of the Patient Budget Plan window.

• Edit Budget Plan:Use this command to edit the fields that are located in the Patient Budget Plan section of the Patient Budget Plan window.

• Coupons:Prints payment coupons for the patient budget plan.

• Truth in Lending Form:Prints the lending agreement information for the patient to sign.

• Post Adjustment:Posts an adjustment to the Patient Transactions window when the patient is paying a down payment on the patient budget plan.

• Reset Budget Plan:Resets the information that is displayed in the window. Use this command only if you make a mistake before posting the adjustment.