Delete a Payment Plan

Follow the steps below to delete an existing Payment Plan. 

  1. Select Patient > Payment Plans.

  2. Search for your desired patient by typing the name, DOB, account #, member id, or phone #.

    You can Search by insured, Search inactive patients or search Show exact matches only by checking the respective checkboxes.

  1. Select the Patient.

  2. Click the Delete button to remove a payment plan from a patient's account. 

    Once a payment plan is deleted, all charges, debits, and payments are removed from it. 

  3. Click Permanently Delete to "Are you sure you'd like to Permanently Delete the plan?"