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 ID | The 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 ID | The unique identifier for a particular payment plan. |
| Description | Displays the full description of a particular payment plan. |
| Is Payment Plan Overdue? | Displays "Yes" if the payment plan is overdue (i.e., the due date is in the past and has not been paid). This field will display "No" otherwise.
|
| Name | Displays the name of a particular payment plan. |
| Status | Displays the current status of a particular payment plan. Specifically, the status will display exactly as they appear in the following list:
|
| Available Credit Amt | Displays the total amount of available payment plan credits associated to a particular payment plan. |
| Balance | Displays the current balance of a particular payment plan. |
| Total Amount | Displays the total amount of a particular payment plan to be paid over time. |
| Total Paid | Displays 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 days | Displays balances of a particular payment plan which are 121 - 150 days overdue. |
| 151 to 180 days | Displays balances of a particular payment plan which are 151 - 180 days overdue. |
| 181 to 365 days | Displays balances of a particular payment plan which are 181 - 365 days overdue. |
| 31 to 60 days | Displays balances of a particular payment plan which are 31 - 60 days overdue. |
| 61 to 90 days | Displays balances of a particular payment plan which are 61 - 90 days overdue. |
| 91 to 120 days | Displays balances of a particular payment plan which are 91 - 120 days overdue. |
| Less than 30 days | Displays balances of a particular payment plan which are 1 - 30 days overdue. |
| Over 1 year | Displays 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 ID | The unique identifier for a particular installment. |
| Payment Plan ID | The unique identifier for a particular payment plan. |
| Description | Displays 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. |
| Status | Displays the current status of a particular installment. Specifically, the status will display exactly as they appear in the following list:
|
| Due Date | Displays the due date of a particular installment. |
| Last Statement Date | Displays the last date that a statement (user print or automated) was generated for a particular installment. |
| Days Overdue | Displays 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 Sent | Displays the number of statements (user print or automated) generated for a particular installment. |
| Account Due | Displays the total amount due for a particular installment. |
| Amount Paid | Displays the total amount paid for a particular installment. |
| Balance | Displays the current balance of a particular installment. |