Here’s How to Do It
From the Patient Responsibility page, click on the Actions menu and choose Set Up Payment Plan.
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fbdf89f19-253b-49dd-96c6-1e2ca72efd4e%2F936fff49-2dbd-4209-a183-3409fe2891cd%2FScreenshot_2024-03-27_at_10.55.09_AM.png?table=block&id=0bf2f36a-9589-4ea8-bc68-f815a680ef5d&cache=v2)
Search for the patient in question.
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fbdf89f19-253b-49dd-96c6-1e2ca72efd4e%2F20511148-b225-4f9f-8165-98194561d568%2FScreenshot_2024-03-27_at_10.57.40_AM.png?table=block&id=a5f7001e-8f1c-4028-a947-4b971014fff1&cache=v2)
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](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fbdf89f19-253b-49dd-96c6-1e2ca72efd4e%2Fe9b803fe-288b-4cd7-b5e3-07d3563c6e6a%2FScreenshot_2024-03-27_at_10.57.59_AM.png?table=block&id=605bb400-eede-4d37-ba9c-79cb03c5d048&cache=v2)
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](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fbdf89f19-253b-49dd-96c6-1e2ca72efd4e%2Fa15564a2-902a-4de3-b940-a020584666fd%2FScreenshot_2024-03-27_at_10.58.19_AM.png?table=block&id=fb3dd7a6-c9cc-49ac-af43-bf0e9158b88d&cache=v2)
Further Assistance
📢 We’re here to help! Please contact your account manager if you would like some hands-on assistance.