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bgalofredds
Canine III

Payment plans

I'm creating separate payment plans on Excel for patients, but I bet SoftDent has a was to make one for each one in there chart. Could that be? Can you show me how? This community is really beneficial, thanks.

Mark

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bgalofredds
Canine III

Re: Payment plans

Full of typos. ..a way.. ...their chart...

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chriscornett
Premolar II

Re: Payment plans

bgalofredds‌ are you referring to an account or patient budget plan?

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chriscornett
Premolar II

Re: Payment plans

If you are speaking about a patient budget plan then check out the document below.

SoftDent: Creating a Patient Budget Plan in CS SoftDent Software

You may also find this article useful if you are creating budget plans:

drcavola
Premolar III

Re: Payment plans

If you use epayments you can set up a credit card payment plan.  There are some limitations, but for our office, this one is the first preference.

suzanne
Canine III

Re: Payment plans

Hi Chris,

Is there any way to remove an erroneous recurring payment from the system files?  There is no Payment Plan set up, no Budget Plan, but every month we still get a "Failed Authorization" for one account.  This is from 2014.  We have run Utilities to no avail.

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