The Payment Plan Control Center is your go-to for a quick snapshot of the Payment Plans in your office.
For a quick overview of all Payment Plans at your office,
- Navigate to System Menu > Patient Payments > Payment Plan Control Center.
- The Payment Plan Control Center provides a list of all the Payment Plans for the office.
- You can also use the Active Plans and Completed/Terminated toggles to isolate either type of Payment Plans.
You can also:
- Show Active Plans with Failed/Overdue Transactions Only - Selecting this filter will show you only the Active Payment Plans with transactions that are either pending or failed.
- Show Active Plan with Signature Pending - This filter will show you all the Payment Plans that are yet to be signed.
- View Details/ Pause - You can use these action buttons to either pause or view a Payment Plan agreement and update it.
How to Take Action on Payment Plans
The Take Action button provides information about the total actionable transactions for the practice: Failed and Overdue Transactions on payment plans. This will assist the office in identifying which plans require attention and need to be addressed. To find this information,
- Navigate to Payment Plan Control Center > Take Action.
- On the resulting page, you will see the amount of money that is yet to be received by the practice due to Failed or Overdue transactions.
Here you can see:
- Patient Name
- Name (Plan Name)
- Type (Payment Plan Type)
- Sch. Date
- Payment Amount
- Auto Debit Information
- Status
You can carry out the following actions:
- Pay Now: This will let you add a payment receipt for transactions you may have left out before.
- Mark as Failed: Marking a transaction as a failed will reflect it on your practice's KPI summary.
- View Details: This will open the plan details for the payment plan, and you can make any necessary changes if required. Users will be able to Terminate Plans, Pause Plans, change the payment type, frequency, and periodic payment amount, or even complete the plan.
Practices can use this guide to keep track of all the payments likely to have missed out otherwise.