Payment Plan printouts can be customized to meet the needs of the practice.

In Sheets, double-click on a custom sheet with the type of PaymentPlan.

Alternatively, in Sheets:

• Click New and choose PaymentPlan as the Sheet Type to create a new payment plan sheet from blank.
• Select an existing Custom PaymentPlan sheet and click Duplicate to create a copy of an existing payment plan sheet.
• Select the existing Internal PaymentPlan sheet and click Copy to create a copy of the default payment plan sheet that can be edited.

Also see: Sheet Def Properties and Sheet Field Types.

Preferences

Enable Pay Plans use Sheets for printing in Preferences to use a sheet layout when Sign and Print Payment Plan from the Account Module.

If no custom sheet has been created, the internal sheet is used. If multiple custom PaymentPlan sheets exist, the top-most (i.e., first alphabetically) sheet is used when printing.

Customizing a Payment Plan Sheet

To customize a PaymentPlan sheet type, see Edit Sheet Def.

The layout of printed Old Payment Plan terms (Sign and Print Payment Plan) can be customized by setting up a sheet with a PaymentPlan type. If enabled, the same custom sheet is used for all printed payment plans.

Additional information:

• There is one grid, PayPlanGrid, that is only available for sheets with a PaymentPlan type. The columns in the grid are fixed and cannot be changed. See Sheet Grid.
• One Sheet Signature Box can be added to a payment plan sheet for Electronic Signatures. If added, a preview window displays before printing so the plan can be signed.
• Printed and signed payment plans can be saved as PDFs in the Imaging Module by designating an Image Category usage as (A) Payment Plans in Definitions: Image Categories.