Depending on your permissions, you may not be able to add or modify a Payment Plan Rule or change the amount on the Payment Plan.

Release 4.10 Coming Soon

The Rule button is located on the Payment Plan screen.

• Set up Rules to govern the maximum number of Payments assigned to Balance Amounts.

• The Maximum number of Payments will display on the Payment Plan screen.

• The System will auto-calculate the Payment Amount.
• Add or Delete a row on the Rules table.

• Access to the Payment Plan Rules and to override a Payment Plan Rule is permission driven.

Create Payment Plan Rules

1. Patient Dashboard > Payment Plans

2. On the Payment Plan screen, select the Rules button.
3. Select the Plus Icon to start the Rules.

4. Enter an Amount, such as 100.00.

• There will not be a end Amount until the next Amount is entered.

5. Determine and enter the Max Number of Payments that will be allowed.
6. The Amount of each Payment will be calculated automatically.
7. Select the Plus Icon again.

8. Enter the next starting Amount, such as 300.00.
9. Enter the Max Payments.
10. The previously added Amount will now have an end Amount of $299.99, but the newest Amount will not have an end Amount.

• Each time another Amount is entered, an end Amount will be added to the previous entry.

11. Keep adding until you have reached a maximum for your Payment Plan.
12. Select Save [F2].

Add a New Plan Amount

1. Select the Plus icon on the Payment Rules screen.
2. Enter the Plan Amount in the created box.

3. The line migrates to the top of the list and becomes $10,000.00 + with no end value because it is the largest amount.

• $5,000.00 now has an end value of $9,999.99 which was auto-created by the System.

4. Enter the number of Max Payments.
5. Auto-created Payment Amount calculated from the Max Payments.
6. Select Save [F2].

Delete a Plan Amount

Delete the highest Plan Amount

1. On the Payment Plan Rules screen, select the Trash Can beside the highest Plan Amount.
2. $5,000.00 becomes the highest Plan Amount without a max limit.
3. Select Save [F2].

Delete Any Other Plan Amount

1. On the Payment Plan Rules screen, select the Trash Can beside the Plan Amount to delete.

• In this case, $2,000.00 is selected to delete.
• The Max Amount is $2,999.99

2. The Max Amount for $1,000.00 becomes $2,999.99 instead of $1,999.99 since there is no longer a Plan Amount between $1,000.00 and $3,000.00.
3. Select Save [F2].

How does this affect my Payment Plan?

1. Guarantor, Emily Test, has a Plan Amount of $386.71.
2. This amounts falls in the $200.00 - $499.99 Rule with a Max of 5 Payments.
3. Frequency is Bi-Weekly.
4. The Max Payments from the Rule displays beside the Number of Payments field on the Payment Plan screen.

5. If 5 is entered for Number of Payments, the Payment Amount will fall between $40 and $100 derived from the Payment Rule.

• This number can be overridden if the User has the permission to override.

6. Auto-calculated Payment Amount is $77.00.
7. End Date: Auto-calculated
8. Final Payment of $78.71

How does it affect the Rule if I enter the Amount per Payment First?

If the Amount per Payment is entered before the Number of Payments, it will override the Max Number of Payments Rule.

1. $50.00 was entered for Amount per Payment.
2. Number of Payments auto-calculates with 8.
3. End Date: Auto-calculates for 12/19/2025.
4. Final Payment of $36.71

Learn More

Payment Plans