The Payment Plans Tab on the Account Detail page is designed to help you efficiently manage all payment plans associated with an account. It provides visibility into active, canceled, or upcoming plans, giving you control over the financial arrangements made with patients.
Key Features of the Payment Plans Tab
1. Payment Plan Overview
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This tab lists all payment plans associated with the account, categorized into:
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Active Plans: Payment plans currently in progress.
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Canceled Plans: Plans that have been discontinued.
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Awaiting Start Date: Payment plans scheduled to begin in the future.
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2. Payment Plan Details
For each plan, you can view:
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Plan Status: Whether the plan is active, canceled, or pending a start date.
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Payment Schedule: The installment dates and amounts due.
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Outstanding Balance: The remaining amount owed on the plan.
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Completion Progress: Track how far along the patient is in completing their payment plan.
3. Manage Payment Plans
The tab provides options to manage existing payment plans:
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View Details: Drill down into the specifics of each plan, including payment history and upcoming installments.
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Edit Payment Plans: Adjust installment amounts, due dates, or other details as necessary.
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Cancel Plans: Terminate payment plans that are no longer needed or have been replaced.
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Add a New Payment Plan: Set up a new payment plan directly from the tab to provide financial flexibility for the patient.
How to Use the Payment Plans Tab
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Monitor Active Plans:
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Ensure the patient is on track with their installments.
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Identify any overdue or missed payments for follow-up.
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Review Canceled Plans:
- Track payment plans that have been discontinued for financial reconciliation.
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Set Up Future Plans:
- Use the tab to create new plans with start dates in the future, ensuring proper scheduling.
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Adjust Plans as Needed:
- Modify active plans based on patient requests or financial changes.
Benefits of the Payment Plans Tab
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Streamlined Management: Centralize all payment plan activities for better visibility.
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Improved Patient Flexibility: Easily adjust payment schedules to meet patient needs.
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Accurate Financial Tracking: Monitor progress and outstanding balances for each plan.
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Actionable Insights: Quickly identify plans that require immediate attention.
For accounts without active payment plans, the tab will display a No Data message. If you believe a payment plan should exist for an account but is not visible, please contact your account manager or reach out to support for assistance. The Payment Plans Tab simplifies the process of managing financial arrangements, ensuring smooth and transparent transactions with your patients.
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