How to Create a Payment Plan

How to Create a Payment Plan

Payment plans are a great way to allow patients to pay off a balance over a period of installments. You can easily save the patient’s card on file and start collecting payments.

To create a payment plan, please do the following:

In the top navigation bar, select Payment Plans

  1. Select Create Plan

  2. Select a Patient 

    1. Patient Name

    2. Payment Plan Name

    3. Description

  3. Fill Out the Plan Details

    1. Total Amount

      1. Total amount of the payment plan

    2. Frequency

      1. How often the installments will occur (daily, weekly, monthly, yearly)

    3. Start Date

      1. The date the payment plan will begin

    4. Deposit (optional)

      1. The upfront amount that is charged immediately when the plan is activated

    5. # of Payments

      1. The number of installments in the plan

      2. Clicking on the left arrow will allow you to edit the # of payments field, and the recurring payment field will auto-calculate 

    6. Recurring Payment

      1. How much the installment amount is

      2. Clicking on the right arrow will allow you to edit the recurring payment field, and the # of payments field will auto-calculate

  4. Fill Out the Payment Details

    1. There are two ways to add a card on file:

      1. Manually Add Credit Card

        1. This option allows you to manually add the patient’s credit card on file

        2. Select Add Card

        3. Enter in the card details

        4. Select Add

      2. Request Credit Card from Patient

        1. This option allows you to send a text message to the patient with a link for them to add a card on file 

        2. Select how you want to send this request, either via SMS, Email, or Both

        3. Confirm the message in each template

  5. Activate or Initiate the Plan

    1. If you manually added the credit card, select Activate

      1. This will automatically activate the plan with the card on file

    2. If you are requesting the credit card from the patient, select Send

      1. This will send the link to the patient for them to add their card on file and active the plan


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