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irobert1208
Canine II

Payment Plan

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Can I print a payment plan through patients chart?

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Moderator
Moderator

Re: Payment Plan

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Hello Irene

Unfortunately, it is not possible to print the payment plan through a patient chart.

To print the payment plan you need to go to the patient's ledger, then click on the "Payment Plan" button on the lower left of the ledger window. Once the Payment Plan Setup window comes up, you can click on "Print Pmt schedule" on the top right.  This will print out the payment plan schedule for the patient.

Note: if the payment plan button is greyed out, then there isn't an active payment plan on the account at that time.

-Johnathan

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irobert1208
Canine II

Re: Payment Plan

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Thanks, so how would I activate a payment plan for a patient. 

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Re: Payment Plan

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To create a payment plan, do the following:

  1. Open the desired ledger.
  2. Determine how much of the balance will be included in the payment plan.
  3. Click Add entry.
  4. In the Description column, type "PAYPLAN".
  5. Enter the amount of the balance to be set up on a payment plan.
  6. Enter the number of installments.
  7. Select desired Installments due.
  8. Enter date on which the next payment is due.
  9. Click Re-calc installments.
  10. Confirm all details are correct.
  11. Click Print pmt schedule for patient and office records.

Something to take note of here, once the pay plan is active, it will remove the amount being placed in the pay plan from the ledger and hold it in the pay plan's separate balance. This will keep the amount in the pay plan from aging before the amount to be paid from an installment is actually up for payment.  Once an installment is due, it will add that installment's amount back to the ledger under the entry "PlanBill." Which will then be included back into statements and aging.

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