Payment Plan Balance Gadget

Best used to: Monitor overdue and upcoming balances due on patient payment plans.

Designed for: Collections

Filters: By Age, By Week, By Month

Drill Down: N/A

Details: Is your office staying vigilant when it comes to collecting balances on patient payment plans? Maximize your planned patient payments by utilizing the Payment Plan Balances gadget, which provides an overview of overdue and upcoming payment plan balances that should be collected.

Drill Through: This report includes a direct connection to the Payment Plan Balances report.


  • Only considers active payment plan balances.