Payment Plans can be added from the Patient Dashboard, Payments Dashboard, Receipt Dashboard, or Guarantor Dashboard.
A Credit/Debit Card can be added from the Patient Dashboard or from the Stored Card dropdown on the Add/Modify Payment Plans.
The example below shows how to add a Credit/Debit Card during the process of adding a Payment Plan.
The Payments that are made on active Payment Plans are auto-posted.
When a Payment is received, a Reference Batch is auto-created.
The Payment Plan Payments post from the Oldest to the Newest Encounter Balances.
A User will close the Reference Batch, preferably, at the end of the day or the beginning of the next day.
If a Reference Batch is closed before the end of the day and another Payment Plan Payment is received, a new Reference Batch will be created.
Declined: This workable section shows all Payment Plans that have a current status of Declined.
Credit and Debit Cards can be edited from the Credit/Debit Cards link on the Patient Dashboard. The only fields that can be modified are the Cardholder Name, Expiration, and Zip.
You can ONLY Delete a Charge/Debit card if it has not been used.
This cannot be undone.
There can be multiple Payment Plans for a Guarantor, but only one Payment Plan can be active.
All Payment Plans can be viewed on the Payment Dashboard.