Cancel a Payment Plan

Location: Patient Payments

Canceling a payment plan prevents any "future" payments from being made against that plan. There's no affect on the "previous" payments made. If there is a remaining balance you need to decide how to handle it, for example:

•Create a new payment plan for the balance with a revised number of payments.

•Have the patient make a single payment to pay off the balance.

•Make the patient's day and forgive the remaining balance.

To cancel a patient's payment plan

1.Click MENU > Patient Payments.

2.Enter patient name in Search box.

3.Select patient from list.

4.Click View Existing Payment Plan.

5.For the plan to be canceled, click Cancel Plan.