Create a Custom Payment Plan

Location: Patient Payments

This feature lets you set up a custom payment plan for a patient to pay on their account. A patient may have multiple payment plans in affect at one time particularly if they have purchased products, services, or memberships that are sold on a payment plan basis. A "custom" payment plan is separate from product/service/membership payment plans. The patient's credit card is automatically charged when the next payment installment is due.

If enabled in Patient Payment Settings, a patient can also set up their own payment plan in the patient portal.

To create a custom payment plan:

1.Click MENU > Patient Payments.

2.Enter patient name in Search box.

3.Select patient from list.

4.Click Make a Payment/Purchase.

5.Click Create a Custom Payment Plan.

6.Enter the total Payment Amount.

7.Enter Number of Payments. (The payment amount is divided by the number of payments to get the amount to be paid with each installment.) The number must be > 1.

8.Enter Start Date.

9.Enter Comments, as needed.

10.Click NEXT STEP.

11.Select an existing card to use or Add a New Card.

12.Select Email Receipt or Print Receipt.

•If email, enter Email Address (don't use a Direct address).

•If print, specify print Destination.

13.Click CREATE PAYMENT PLAN.