Remove a Patient's Ability to Create a Patient Directed Payment Plan

You have the option to restrict a patient's ability to set up a Patient Directed Payment Plan within the Payment Portal. This will remove the patient's ability so they are not able to make a payment plan via the portal. 

  1. Select Patient > Patient.

  2. Use the Search field to search through your patients. 

    Place a check in the “Include inactive patients” box to include inactive patients in your search results.

  3. Select the Patient.

  4. Click the Billing Info tab.

  5. Navigate to the Payment Portal Options section.

  6. Place a check in the Do not allow this patient to create Payment Plans in the Payment Portal box.

  7. Click Save