Navigating the Payment Plan Dashboard 

1. In the top navigation bar, select Payment Plans

2. You will be redirected to the dashboard where you can see all of your current payment plans. 

3. At the top of the dashboard, each tab represents a different plan status. Clicking on that tab will filter out and only show those plans within that status. 

1. Understanding Plan Statuses 

1. Draft - These are plans that are still in draft stage and have yet to be activated or sent out for a card. 

2. Sent - These are plans that have been initiated and are waiting for the patient to add a card on file.

3. Active - These are plans that are active and have a card on file.

4. Payment Issue - These are active plans that have an unpaid payment request. 

5. Inactive - These are plans that have been paused. No future charges will occur.

6. Completed - 

1. These are plans that are completely paid off. 

2. If it is a payment plan, that means there is no remaining balance. 

3. If it is a subscription plan, that means the plan has expired and is paid off.

7. Archived

1. Inactive or completed plans that are now archived. 

2. ** Please note that active plans cannot be archived. 

4. The columns used in the dashboard are:

1. Plan Name - clicking on this will open up the payment plan detail page

2. Patient - clicking on this will open up the patient card

3. Patient ID - this is pulled from the EHR 

4. Plan Amount - this is the total amount of the payment plan

5. Frequency - this is how often the billing will run

6. Start Date - this is the date the payment plan starts 

7. Next Payment Date - this is the next scheduled payment

8. # of Payments - this is how many installments 

9. Recurring Payment - this is the amount that is charged each installment 

10. Overdue Balance - this is the total amount of payment requests that did not receive a successful payment 

11. Remaining Balance - this is how much is owed left on the payment plan 

12. Status - these are the different status of the plan (refer to point 3A above)

13. Action Icons

1. Edit - this will redirect the user to either the payment plan detail page if the plan is active, or set up page if the plan is in draft stage

2. Archive - this will move the plan into archived status

How to Create a Payment Plan

Navigating the Payment Plan Detail Page 

1. You can navigate to the Payment Plan detail page by clicking on the following:

1. the name of the payment plan

2. or on the blue pencil icon .

2. On this plan detail page you will see two tabs at the very top 

1. Overview - this shows all of the details regarding the payment plan, from the patient information, plan information, and all of the individual payment requests.
   

2. History - this shows all of the logs within that payment plan.
   

1. The types of logs you can find are:

1. Plan Edits

2. Plan Status Changes 

3. Successful Payments

4. Failed Payments

5. Refunds

Seeing Past and Upcoming Payment Activity

1. Below the plan details section, there are two tabs:
   

1. Past - this shows all of the payment requests that have already gone out
   

2. Upcoming - this shows all upcoming payment request

Managing a Payment Plan

1. Editing a payment plan
   

1. Click Here to learn more

2. Updating a payment card on file from the practice side
   

1. Click Here to learn more

3. Requesting the patient to update their payment card on file
   

1. Click Here to learn more

4. Creating a manual payment (advanced payment)
   

1. Click Here to learn more 

5. Pausing or Re-Activating a Payment Plan
   

1. Click Here to learn more
   

Managing the Payment Requests within a Payment Plan

You can manage all of the payment requests that are still marked as Unpaid on the payment plan detail page. 

Here are the following action items you can do to manage an unpaid request:

1. Payment Reminder
   

1. Click Here to learn more about how to send a payment reminder for a failed request

2. To find the specific section, type control + f in the article and search for this sentence:

1. “A patient can also update their card on file after they receive a failed payment notification”

2. Collect Payment
   

1. Click Here to learn more about how to collect payment using:

1.  In-Office Payment

2. Manual Card Entry

3. Offline Payment

3. Void Payment
   

1. This will cancel the open payment request and cause the rest of the recurring payments to recalculate based on the number of remaining installments left compared to the remaining balance.

2. For Example:

1. You have a Payment plan of $1000 with 10 installments

1. Installment 1 Paid $100

2. Installment 2 Paid $100

3. Installment 3 Failed $100

2. You cancel the 3rd installment. 

1. At this point, there is still an $800 remaining balance with 7 installments still scheduled to run. 

2. $800 divided by 7 installments = $114.29 in recurring payments 

3. The new installments will now run like this:

1. Installment 1 Paid $100

2. Installment 2 Paid $100

3. Installment 3 Voided $100

4. Installment 4 Scheduled $114.29

5. Installment 5 Scheduled $114.29