Creating a payment plan allows you to set up flexible payment terms for your patients or customers. The Enroll in Payment Plan feature simplifies the process by guiding you through selecting an account, defining the plan terms, and confirming the details. Here’s a step-by-step guide.
Steps to Create a Payment Plan
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Access the Payment Plan Feature:
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Navigate to the Payment Plans page.
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Click the Enroll in Payment Plan button to open the enrollment popup.
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Select an Account:
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Use the Account field to search for and select the patient or customer.
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If the account already has a saved payment method, it will appear as an option to charge.
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Set Up the Payment Plan:
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Date of First Payment: Choose when the first payment will be charged.
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Payment Plan Total: Enter the total amount to be paid.
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Down Payment (Optional): Specify an initial payment amount if required.
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Plan Type: Select the number of payments and the frequency (e.g., Monthly, Bi-Weekly).
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Add or Confirm Payment Method:
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Manually Enter Payment Method: Input credit card or bank account details if no payment method is on file.
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Use Existing Payment Method: Select the saved method associated with the account, if available.
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Review and Confirm the Plan:
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After selecting the payment details, the second popup will display:
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Payment Plan Total
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Schedule: The number of payments and the payment frequency.
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Date of First Payment
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Due Today: If applicable, shows the initial amount due immediately.
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View the Payment Schedule:
- Review the schedule, which outlines the billing dates and amounts for each payment cycle.
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Send Plan for Authorization:
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You can send the plan details to the patient for authorization via Text Message or Email.
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Alternatively, you can click Start Plan Without Authorization to proceed immediately.
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Automatic Payments and Declined Cards
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Automatic Payments:
All payments on the plan will be automatically charged to the saved or entered payment method. -
Handling Declined Payments:
If a payment fails due to a declined card:-
You will receive a notification.
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Update the card on file by navigating to the account or payment plan.
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Once updated, the payment will be retried automatically.
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FAQs
What happens if someone’s card declines on a payment plan?
If a card is declined, you can update the payment method by accessing the account or the payment plan. Once a valid method is added, payments will resume automatically.
Can I adjust the payment schedule after confirming the plan?
Yes, you can edit the schedule or amounts by accessing the specific payment plan.
Is there a limit on the number of installments?
No, you can customize the number of payments and frequency based on the plan type.
By following these steps, you can easily create and manage payment plans tailored to meet the needs of your patients or customers. For further assistance, contact our support team.