Payment Plans can be sent to eClipboard to be reviewed and signed by the patient.

In a Payment Plan, click eClipboard.

To save signed Payment Plans to the Imaging Module, enable In eClipboard, save signed Payment Plans as PDF in Preferences.

Patient Currently in Session

If a patient is currently in an eClipboard session, in the Payment Plan, click eClipboard. The Payment Plan is added to the Checklist. The checklist item description varies depending on the Payment Plan date.

Patient Not in Session

If the patient is not currently in an eClipboard session, the Payment Plan can be sent to the device using the Mobile Unlock Code.

1. In the Account Module, double-click the Payment Plan, then click eClipboard.
2. The Mobile Unlock Code window will open.
   
3. In eClipboard, from the Check-in screen, tap the QR icon. Alternatively, tap the menu in the upper-left corner, and then select Payment Plans to open the QR scanner.
4. Either use the device camera to scan the QR code, or type in the unlock code.
5. The Payment Plan Terms will populate in eClipboard.
   

Viewing and Signing the Payment Plan

Once the patient opens the Payment Plan checklist item or the Payment Plan is opened using the Mobile Unlock Code, the Payment Plan Terms are displayed on screen.

• In eClipboard 24, tap the Full Screen icon in the top-right corner to expand the view of the Payment Plan Terms.

Once the patient has made a decision, tap Sign. Tap Save to keep the signature.