Setting Up Payment Plans
To set up a patient payment plan:
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In a patient's record, click Credit Card Payment Plan in the list on the left. The Payment Plan Setup window is displayed.
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In the Total Amount field, enter the dollar amount.
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In the Down Payment field, enter the dollar amount.
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In the No. of Payments field, enter the number of payments after the down payment that will complete the plan.
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Click Create. The Capture Card Info window is displayed.
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In the Device Selected field, select a device from the drop-down list.
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Swipe the card and click Submit. The Processing Capture window is displayed as the card information is recorded. Then the Card Successfully Captured window is displayed.
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Click Finished. A Down Payment message is displayed.
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If you want to charge the down payment amount, click Yes.
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Click Print Preview. The Payment Plan Consent Form is displayed.
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Click Close and then click the CC Payment tab. A breakdown of the payment plan is displayed.
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Click OK. Payment Plan reports can be run in SoftDent.
Note: To use a different credit card, on the Terms tab, click Reset Credit Card Info.