Payment Plan Data

Payment Plan Data

Payment Plan Data holds all payment plan information under a patient's account. All of the fields under this category correspond directly with fields found under the Payment section, Manage Account and Payment Plan sub-stab.

 Name Description
Patient IDThe unique identifier of a patient that a particular payment plan is associated to. The results displayed in this field are linked to the Patient section of the application.
Plan IDThe unique identifier for a particular payment plan.
DescriptionDisplays the full description of a particular payment plan.
NameDisplays the name of a particular payment plan.
StatusDisplays the current status of a particular payment plan. Specifically, the status will display exactly as they appear in the following list:

  • Active
  • Paid
  • Deleted
Available Credit AmtDisplays the total amount of available payment plan credits associated to a particular payment plan.
BalanceDisplays the current balance of a particular payment plan.
Total AmountDisplays the total amount of a particular payment plan to be paid over time.
Total PaidDisplays the total amount of payments posted towards a particular payment plan.


Overdue Balance Aging

The Overdue Balance Aging sub-category, found under Payment Plan Data, corresponds to the aging buckets for balances associated to payment plan installments which are now overdue (i.e, due date is in the past).

 Name Description
121 to 150 daysDisplays balances of a particular payment plan which are 121 - 150 days overdue.
151 to 180 daysDisplays balances of a particular payment plan which are 151 - 180 days overdue.
181 to 365 daysDisplays balances of a particular payment plan which are 181 - 365 days overdue.
31 to 60 daysDisplays balances of a particular payment plan which are 31 - 60 days overdue.
61 to 90 daysDisplays balances of a particular payment plan which are 61 - 90 days overdue.
91 to 120 daysDisplays balances of a particular payment plan which are 91 - 120 days overdue.
Less than 30 daysDisplays balances of a particular payment plan which are 1 - 30 days overdue.
Over 1 yearDisplays balances of a particular payment plan which are more than 365 days overdue.


Payment Plan Installment Data

Payment Plan Installment Data holds all installment information under a particular payment plan on a patient's account. All of the fields under this category correspond directly with fields found under the Payment section, Manage Account and Payment Plan sub-tab.

 Name Description
Installment IDThe unique identifier for a particular installment.
Payment Plan IDThe unique identifier for a particular payment plan.
DescriptionDisplays the full description of a particular installment.
Is Overdue?Displays "Yes" if the installment is overdue (i.e., the due date is in the past and has not been paid). This field will display "No" otherwise.
StatusDisplays the current status of a particular installment. Specifically, the status will display exactly as they appear in the following list:

  • Unpaid
  • Paid
  • Deleted
Due DateDisplays the due date of a particular installment.
Last Statement DateDisplays the last date that a statement (user print or automated) was generated for a particular installment.
Days OverdueDisplays the number of days past the due date of a particular installment. This field will show "0" if the installment due date is in the future or is in the status of Paid.
Statement SentDisplays the number of statements (user print or automated) generated for a particular installment.
Account DueDisplays the total amount due for a particular installment.
Amount PaidDisplays the total amount paid for a particular installment.
BalanceDisplays the current balance of a particular installment.