Payment Plan Cheatsheet

How to set up a recurrent payment plan and save a credit card on file.

Non Flexible Items

• Must pay 1st payment today
• Must have card on file
• Pt must have insurance that pays
• Minimun total amount of $300
• **Remember Membership, Medicaid, Chip & discount plans only get 12 month w/ Care Credit**

Flexible Items

• Can be less then 4 months
• Whatever the Doctor says      

If treatment previously done and we are trying to help with unforeseen charge.
                                      

Setup a Payment Plan

• Create payment plan: click on “Payment Plan: Patient Payment Plan ”.
• Change guarantor if needed.
• Change provider to TP doctor.
• Enter"Total Amount"
• Modify first payment if applicable
• Enter Downpayment for 1/4 due today
• Enter 24% into APR.
• Enter 3 into “Number of Payments”.
• Click “Create Schedule”.
• Click "View Tx Credits," type in Amt:, Click "Add," Click "OK."
• Click "Print," then Click "OK" to close window. Family Balance should show credit to match Treatment Plan.
  • Have Pt sign this and SCAN this signed document with matching Treatment Plan or Statement. Then give patient original paperwork.
  • Save Patients Credit Card and run today for 1st payment (or could save if to be run first time at a later date.).
  • For a membership plan you could do a 12 month plan with the first payment set to today.

Adding a Credit Card to File

1. Select the appropriate guarantor and go to “Account” screen.
2. Click on “Credit Card Manage”
3. Click “Add”
4. Swipe card when prompted or type #’s in if the patient is giving a card over the phone.
5. Click “Process” nothing will be charged but the number will now be saved.
**Another method is to click the “Save Token” box when taking a payment.