Payment Plans, are a dynamic tool used to track and manage patient repayment agreements.

To create a new Payment Plan, in the Account Module, click Payment Plan, Payment Plan.

See our Payment Plans Webinar or QuickTip: Payment Plans.

Payment Plans can be open-ended, allowing you to add additional treatment after the plan is created, or fully locked once created.

Terms

Set terms for repayment, including down payment amount, interest, payment amount, and frequency.

Templates

Use Payment Plan Templates to quickly determine payment plan terms.

Loan Information

See a simple breakdown of what is due and what has been paid so far on the Payment Plan.

Charges Due Tab

This tab details the Amortization Schedule, showing charges due and payments made.

Production Tab

The production tab is where you can attach procedures to the Payment Plan. The attached production will determine the amount of the Payment Plan. This also makes it easy to determine the repayment amount and ensure payment is attached to the correct treatment.

Both completed and treatment planned procedures, along with adjustments, can be attached to Payment Plans. As production is added, the Total Principal Amount is automatically calculated.

Saving and Additional Options

Payment Plans can be saved and printed or sent to the eClipboard app to present to patients.