Portal Users can set up and manage their own Payment Plans in POPS.

• Frequency: Payment Plans can be scheduled Weekly, Bi-Weekly, or Monthly.
• Manage a Plan: Portal Users can view their Payment Plans, see the next Scheduled Payment, and modify a Payment Plan.
• Stored Card: The card entered when setting up a Payment Plan is stored and used for all Scheduled Payments on that Plan.

POPS Payment Plan Setup

The following must be set up before Portal Users can add Payment Plans in POPS:

• Payment Plan Rules must be set up in the PM System.

• The Payment Plan Rules determine the maximum number of Payments for each balance amount.
• If the balance is below the lowest Payment Plan Rule amount, the option to add a Payment Plan is not shown.

• Enable Payment Method Storage must be checked in POPS Management.
• View Payment Plans and Allow Users to Create/Change Payment Plan must be checked in POPS Management (see below for more information).

POPS Management Settings

Payment Plan options are controlled in POPS Management.

• View Payment Plans: Allows Portal Users to view and set up Payment Plans in POPS.

• Enable Payment Method Storage must also be checked.

• Allow Payment Plan Modification: Allows Portal Users to modify an existing Payment Plan.
• Payment Plan Other Amount: Allows Portal Users to enter their own Payment amount.
• Payment Plan Cancel Behavior: Determines what happens when a Portal User wants to cancel a Payment Plan.

• Allow: The Portal User can cancel the Payment Plan in POPS.
• Call Office: The Portal User is directed to contact the Practice.
• Hidden: The cancel option is not shown.

Add a Payment Plan

Payment Plans added in POPS show the note "Created via patient portal" in the PM System.

A Payment Plan can be added when making a Payment on an existing balance.

1. Select Payment Plans.
2. Select Add.
3. Select the Frequency: Weekly, Bi-Weekly, or Monthly.
4. Select the Payment day.

• Monthly: Select a day of the month from 1 to 28.
• Weekly or Bi-Weekly: Select a day of the week.

5. Select the number of Payments.

• Each option shows the number of Payments and the amount per Payment.
• A Payment Plan must have at least 2 Payments.
• The maximum number of Payments is set by the Practice's Payment Plan Rules.

6. Select a stored card, or enter a new card.
7. Review the Payment Plan details.
8. Select Save.

The Payment Plan is scheduled as follows:

• The first Payment is scheduled on the next occurrence of the selected day.
• If the selected day is today, the first Payment is charged immediately.
• The amount per Payment is the Payment Plan balance divided by the number of Payments. The final Payment includes any remaining cents.
• Statements continue to be sent while the Payment Plan is active.

Manage a Payment Plan

Portal Users can review their Payment Plans in POPS. The following information is available:

• All active and past Payment Plans
• The date and amount of the next Scheduled Payment
• The Payment history for each Payment Plan

Modify a Payment Plan

Portal Users can change the Frequency, Payment day, number of Payments, or card on an active Payment Plan. Note the following:

• Allow Users to Create/Change Payment Plan must be checked in POPS Management.
• Only active Payment Plans can be modified.
• The modified Payment Plan covers only the remaining balance on the original Payment Plan.
• The next Payment cannot be moved later than the next Payment on the original Payment Plan.
• When the change is saved, the original Payment Plan is cancelled with the note "Replaced via patient portal" and a new Payment Plan is created.

Cancel a Payment Plan

Portal Users can cancel an active Payment Plan if Payment Plan Cancel Behavior is set to Allow Patients to Cancel. Note the following:

• Only active Payment Plans can be cancelled.
• Cancelling a Payment Plan removes all future Scheduled Payments.
• Cancelled Payment Plans show the note "Cancelled via patient portal" in the PM System.

Learn More

Payment Plans

POPS Management/POPS Groups

POPS Receipts