Create a Payment Plan

Use this action to quickly create a payment plan for this patient. 

  1. Select Patient > Patient.

  2. Use the Search field to search through your patients. 

    Place a check in the “Include inactive patients” box to include inactive patients in your search results.

  3. Select the Patient.

  4. Click the More button found at the top of the page.

  5. Select Create Payment Plan and reference the Payment Plans Help Article for more information.