Help Center
How can we help? 👋

⏰ How to Set Up a Payment Plan

Spread out patient payments over time.

Here’s How to Do It

From the Patient Responsibility page, click on the Actions menu and choose Set Up Payment Plan.

Notion image
 

Search for the patient in question.

Notion image
 

Then, fill in start date and frequency of payments, max amount per charge, and choose a credit card or add a new card. You’ll also have the opportunity to use outstanding balance and/or to set a fixed amount per payment.

Notion image
 

Click Set Up Payment Plan, and you’re done! You can now see the Payment Plan flag on the patient’s listing, under their Current Balance.

Notion image
 

Further Assistance

📢 We’re here to help! Please contact your account manager if you would like some hands-on assistance.

 
Did this answer your question?
😞
😐
🤩