eClipboard: Payment Plans

Payment plans can be sent to eClipboard to be reviewed and signed.

In a Payment Plan, click eClipboard.

Both Patient Payment Plans and Dynamic Payment Plans can be sent to eClipboard.

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

Also see:

Patient Currently in Session

If a patient is currently in an eClipboard session, in the Payment Plan, click eClipboard. The Payment Plan will be added to their Check-in checklist.

Patient Not in Session

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

  1. In the Account Module, double-click into the Payment Plan, then click eClipboard.
  2. The following window will show.
  3. In eClipboard, click the QR icon.
    • Alternatively, in the eClipboard menu, click Payment Plans.

  4. Either use the device camera to scan the QR code, or type in the unlock code.
  5. The Payment Plan will populate in eClipboard.

Signing the Payment Plan

Select the payment plan to sign.

Once the patient has made a decision, click Sign.

Sign on the device, then click OK to save.