Setting Up Patient Budget Plans
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Budget Planning > Handling Patient Budget Plans

Setting Up Patient Budget Plans

To set up a patient budget plan:

  1. Select an option:

  2. In the Patient List window:In the Patient List window:Click the patient and select Budget Plan from the Options section of the Express bar or Options menu.

  3. In the Patient window:In the Patient window:Select Budget Plan from the Options section of the Express bar or Options menu.

The Patient Budget Plan window is displayed in SCAN mode.

  1. Select Edit Budget Plan from the Options section of the Express bar or Options menu. The Patient Budget Plan window is displayed in EDIT mode.

  2. To enter an Ortho budget plan, see Managing Ortho Cases.

  1. Select the effective date from the Start Date drop-down list. The first budget plan charge will be posted on the date. The next charge will be posted one month after the start date.

  2. Type the balance, to be billed over time, in the Cash Price field. If the patient is uninsured, type the full amount of the procedure in the field.

  3. If the patient makes a down payment, type the down payment amount in the Cash Down field. The cash price minus any cash down payment is displayed in the Total on Plan field.

  4. When you enter a down payment in this window, you must also post it to the Patient Transactions window.

  1. In the Day to Post field, select the day of the month to post the budget plan charge back to the patient.

  2. Select an option:

  3. To calculate the monthly payment amount automatically:To calculate the monthly payment amount automatically:Type the number of payments in the No. of Payments field.

  4. To enter the patient’s preferred monthly payment:To enter the patient’s preferred monthly payment:Select Patient Picks Payment and type the preferred amount in the Monthly Payment field.

  1. If you need to specify the next posting date, enable the Next Charge to be Posted field by selecting System > Special Edit Field Enable and type the date in the field.

  2. You must have the appropriate security permissions to access the Special Edit Field Enable feature.

  1. Click OK.

  2. If you make a mistake while setting up the patient budget plan, select Reset Budget Plan from the Options section of the Express bar or Options menu. You cannot reset the budget plan after you have posted the adjustment.

  1. To print patient budget plan coupons, select Coupons from the Options section of the Express bar or Options menu. A message is displayed. Click Yes. The Output Options window is displayed. Select the appropriate option and click OK.

  2. To specify a budget plan coupon format, see Selecting Budget Plan Coupon Formats.

  1. To print a statement specifying the loan details for the patient’s signature, select Truth in Lending Form from the Options section of the Express bar or Options menu. A message is displayed. Click Yes. The Output Options window is displayed. Select the appropriate option and click OK.

  2. To post the cash down payment amount to the patient Transactions window, select Post Adjustment from the Options section of the Express bar or Options menu. A credit adjustment code selected in the General System Settings window for patient budget plans is posted to the Patient Transactions window, and the plan balance is decreased by the financed amount.

  3. Click Close.