Open Dental Software - Sign and Print Payment Plan

Sign and Print Payment Plan

Terms for a payment plan can be electronically signed by a patient and printed.

In a Payment Plan, at the bottom, is a Sign & Print button.

Electronic Signatures are only an option when using Payment Plan Layout with a Signature Box.

To use a Payment Plan Sheet Pay Plans use Sheets for printing must be enabled in Preferences.

If Pay Plans use Sheets for printing is disabled, terms can be printed using a default template.

Sign & Print

Click Sign & Print to open Fill Sheet to preview the payment plan terms and electronically sign.

The button is only available for saved Payment Plans and Old Payment Plans when electronic signatures are an option. If the payment plan has already been signed, a View & Print button is available instead.

Note: For Payment Plans, if Await procedure complete is selected, the scheduled charges for treatment planned procedures are to be determined (TBD) and the interest and due amounts are not yet calculated. The charge Date, Interest, and Due show TBD. When not using sheets, the Date is blank, and the Interest and Due amounts show zero. Once the procedure is set complete, the scheduled charges update.

The payment plan terms can be signed using the signature box on the sheet.

Click a button to save, print, or email the terms.

Create PDF: Preview and save a PDF copy of the terms. The PDF is only viewable by clicking View & Print in an Old Payment Plan.
Print/Email: Open Sheet Output window to print or email the terms.
Print: Send the terms to the printer.
Email: Open Email Message Edit to email a copy of the terms.
Save: Keep signature and save a PDF copy to the Imaging module.

Note: PDF versions of saved payment plans are saved in the Imaging Module in the folder designated for payment plans (Definitions: Image Categories).

Re-sign Payment Plan Terms

Signatures are invalidated when the plan guarantor or terms (APR, number of payments, payment amount, or charge frequency), change or if the patient or guarantor name changes (first name, last name, or preferred name).

To re-sign payment plan terms

Click View & Print.
Click Unlock to make changes to the sheet (Sheet Edit security Permission required).
Click X to clear the current signature.
Sign the terms.
Click Save to keep changes and add a new PDF copy to the Imaging Module.

After an electronic signature is saved, it displays in the Payment Plan or Old Payment Plan window.

Print

If Pay Plans use Sheets for printing is disabled or an electronic signature does not exist on the Payment Plan sheet, a Print button is shown below the Amortization Schedule. Click Print to open a print preview of the terms.

For details on the options in this window, see Complex Report System.

Note: For Payment Plans with Await procedure complete selected, the Date is blank, and Interest and Due amounts show zero. Once a procedure is set complete, the scheduled charges are updated.