Patient Payment Plans

Patient Payment Plans are essentially a loan to the patient, with payment responsibility falling to the payment plan guarantor.

In the Account module, the Payment Plans grid lists all payment plans associated with the family.

To set when payment plan payments will be due, see Manage Module Preferences, Days in advance to bill payment plans amounts due.

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Payment Plans and the Account Ledger

Whether or not payment plan credits, debits, and payments are shown as line items in the account ledger and affect balances and aging is determined by the setting in Account Module Preferences for Pay Plan Logic. There are four options:

Age Debits and Credits (Default): This logic is useful when you want payment plan debits, credits, and payments to show as line items in the patient account ledger and affect balances and aging. The bullets below are if the patient is in the same family as the payment plan guarantor. If the guarantor is in a different family the debits, credits, and payment plan payments show as line items in the guarantor's account ledger. Payment plan due amounts are included in the guarantor's balance instead of the patient's.

When the patient is in the same family as the payment plan guarantor, the behavior is as follows.

When the patient is in a different family than the payment plan guarantor, the behavior is as follows.

Age Credits Only: This logic is useful if you prefer a traditional logic, but want to be able to change payment plan charges without changing historical information.

Do Not Age (Legacy): With this logic, payment plan debits, credits, and payments are managed as a separate entity.

No Charges to Account (rarely used):