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.
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.
If the patient is not currently in an eClipboard session, the Payment Plan can be sent to the device.
Select the payment plan to sign.
Once the patient has made a decision, click Sign.
Sign on the device, then click OK to save.