When a payment plan has been paid in full, you can close out that payment plan from the Ledger of the guarantor with whom the plan is associated or from the Ledger of any of the patients who have that guarantor in common.
To close out a payment plan
How to get there
Use the Patient Search box to access a patient's record.
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
On the Patient menu, under General, click (or tap) Overview. Click (or tap) the Ledger box.
On the Patient menu, under Financial, click (or tap) Ledger.
The patient's Ledger page opens.
On the Ledger page of a guarantor who has an active payment plan or a patient with a guarantor who has an active payment plan, click (or tap) the Payment plan button.
The Review Payment Plan dialog box appears.
Click (or tap) Finalize. This button is available only if the payment plan has been paid in full.