Find or edit a 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.

3. Select the patient.

4. Any active payment plans will be shown.

5. Choose from the following filter options, as needed. By default, paid and deleted payment plans are not shown.

   1. Show Paid Payment Plans: Check this box to see fully paid payment plans.

   2. Show Deleted Payment Plans: Check this box to see deleted payment plans. 

      Important Note: Payment plans can never be un-deleted.  

7. Identify the payment plan and click the Edit button to review your payment plan details.

   Don't want to worry about collecting patient payment for each installment date? With the patient's permission, enable Auto Pay so you never miss out on a payment plan payment again. Visit our Enable Auto Pay for a Payment Plan Help Article for detailed steps.

8. Any of the following changes can be made:

   1. Payment Plan Title: Click the field o edit the name as desired.

   2. Click the Description button to write a description about this payment plan for other CMD users to reference.

   3. Click the Apply Account Credit button to apply an account credit towards outstanding installments and/or charges.

   4. Click the Add Debit button to associate a debit charge to the payment plan, such as a late payment fee.

      This will automatically create a new charge and installment, as well as automatically update the payment plan amount.

   5. Add Debit: Click this button to associate a debit charge to the payment plan, such as a late payment fee. This will automatically create a new charge and installment, as well as automatically update the payment plan amount.

   6. Add/Remove: Click this button to add or remove new charges/installments. This option should be used when modifying a particular installment, such as splitting a payment. The total amount of all installments must match the total payment plan amount.

   7. Credit Adjustment: Click this button to make an internal adjustment to the amount of the installment, such as writing off the last installment for a patient in good standing.

9. If you want to edit the installment Amount, Due Date, or Description, click the Edit link next to installments.

   1. Delete: Click this iconif you wish to remove an installment from the plan.  

      Installments with payments cannot be deleted. 

   2. Add Charges: Click this button if you wish to add other charges to the payment plan. Please note this will not modify the installments or total plan amount.

      This will not modify the total plan amount, however the total installment amount will highlight in yellow if it does not match the overall plan amount.  

10. Click Save.