Patient Payment Plans

Patient Payment Plans are essentially a loan to the patient, with payment responsibility falling to the payment plan guarantor.

In the Account module, the Payment Plans grid lists all payment plans associated with the family.

To set when payment plan payments will be due, see Manage Module Preferences, Days in advance to bill payment plans amounts due.

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Payment Plans and the Account Ledger

Whether or not payment plan credits, debits, and payments are shown as line items in the account ledger and affect balances and aging is determined by the setting in Account Module Preferences for Pay Plan Logic. There are three options:

AgedDebitsandCredits (recommended): This logic is useful when you want payment plan debits, credits, and payments to show as line items in patient account ledger and affect balances and aging.

AgedCreditsOnly: This logic is useful if you prefer a traditional logic, but want to be able to change payment plan charges without changing historical information.

DoNotAgePaymentPlans (old behavior): With this logic, payment plan debits, credits, and payments are managed as a separate entity.