Understanding the Payment Plan Detail Popup

Fields at a Glance

1. General Overview:

   • Payment Plan Total: The total amount set for the payment plan.

   • Payments Received: The total amount that has been collected so far.

   • Next Payment: The amount and due date of the next scheduled payment.

   • Balance: The remaining balance yet to be paid on the plan.

   • Payment Method: The payment method being used for the plan, including the card type and the last four digits of the card number.

2. Progress Bar:

   • A green progress bar visually represents how much of the plan has been completed.

   • Dividers: Hover over the black dividers on the progress bar to see specific payment dates.

Tabs in the Popup

1. Payment History:

• Date: The date and time when each payment was processed.

• Description: A brief note or identifier for the payment (e.g., "Payment Plan 2 of 12").

• Payment Method: Details of the payment method used, such as the card or account.

• Amount: The payment amount processed for that installment.

• Status: The outcome of the payment (e.g., Success).

This tab provides a detailed record of all payments made within the plan, ensuring transparency and traceability.

2. Schedule (Not Shown in the Screenshot):

• Lists upcoming payments, including:

  • Payment Dates: Scheduled dates for future payments.

  • Amount: Amounts due for each installment.

• This tab allows you to review and verify the remaining schedule for the payment plan.

How to Use This Popup

• Track Progress: Use the progress bar and balance details to monitor how much of the payment plan has been completed.

• Review Payments: Access the Payment History tab to verify payments made, including successful and failed transactions.

• Manage Schedules: Use the Schedule tab to anticipate upcoming payments and ensure sufficient funds are available on the patient's account or card.

FAQs

What happens if a payment fails?

The status in the Payment History tab will indicate a failed payment. You can manually retry or update the payment method.

Can I adjust the payment schedule?

Yes, depending on system permissions, adjustments to the payment schedule can be made by navigating to the Schedule tab.

How can I confirm that a payment plan is completed?

When the balance reaches $0, the Status field will display Completed, and the progress bar will be fully green.

The Payment Plan Detail Popup is an essential tool for monitoring and managing payment plans, offering transparency and convenience for both the office and the patient. For additional support, contact our team.

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