Payment Plan

Payment Plan

Payment Plan

Overview: How to setup a payment plan

Audience: Front Office Support

Review: PAs should be asking patients who cannot pay their balance at time of service to be set up with a payment plan. Below outlines how to generate the payment plan.


      Prerequisite:

                    ·         Patient needs to be in good standing, meaning no balance in collections.

                   ·         Plan requires a card on file.

                    ·          Payment plans needs a minimum of $50.00 increments 

               ·           Minimum balance to be on a payment plan is $100.00

   

  Generating Payment Plan:
           
      1.      In patient Quickview scroll to “Insurances” section > select “Add payment plan” 

                  

              2.     Scroll to “Claims covered by Payment Plan” and select all claims.

              3.     Scroll back up to the “Payment Plan” section to add the plan details.

a.    Select ” Payment plan type” based on the patient preference. Balances over 500 dollars are eligible for 12 month plans.

b.    Select “Charge credit card” as payment method.

c.    Frequency and Start Date can be modified to patient need.

d.    New charges should reflect “Do not add new charges to plan.”

            4.     Select “Save plan and enter credit card details” at the bottom of the page.

            5.     The next pop up will be to “Create the payment plan contract.”

a.    If there is already a credit card on file, check box “Use one year card on file payment plan” if there is no credit card on file insert the credit card detail and billing address in the highlighted fields.

            6.     Upon entering card information scroll to the bottom of the page and finalize the contract.

a.    If the patient is in the office, select “Activate plan and collect wet signature.”

b.    If the patient is virtual select “Generate digital consent link” and send via text. Have the patient sign the consent form, it will come back in real time to activate the plan.             

                              i.  If generating digital consent, follow prompt on screen below to active Payment Plan


                  

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