Manage Payment Plans in the Patient Portal

Location: Patient Portal

To change an individual installment payment on a payment plan:

1.Click Payment Plans.

2.Expand the applicable payment plan to view the individual payments.

3.Click Edit by the individual payment to change.

4.Change the payment Date and/or Amount.

5.Click Apply Changes.

To cancel an individual installment payment on a payment plan:

1.Click Payment Plans.

2.Expand the applicable payment plan to view the individual payments.

3.Click Cancel by the individual payment to cancel.

4.If you are sure you want to cancel the payment click the Yes, Cancel It button.

To cancel an entire payment plan:

1.Click Payment Plans.

2.Click Cancel by the payment plan to cancel.

3.If you are sure you want to cancel click the Yes, Cancel It button.

A message is automatically sent to the practice about the changes.