Insurance Payment Plans can be used to track expected insurance payments (e.g., insurance installment payments).

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

Insurance Payment Plans can be associated to a specfic claim, so that claim payments are automcatically added to the payment plan.

See our Insurance Payment Plan Webinar.

General Agreement Information

Easily assign the payment plan to a specific insurance plan, provider, and clinic.

Terms

Set the terms of the anticipated insurance payments, including the number of payments or amount. These are used to calculate the Amortization Schedule.

Amortization Schedule

The Amortization Schedule details the anticipated payments and dates along with any received insurance payments. Payment due dates and amounts are automatically calculated based on terms.