You can view a 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 view a payment plan
How to get there
Use the Patient Search field 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 field.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
From the Patient menu, under General, clicktap Overview. ClickTap the Ledger box.
From the Patient menu, under Financial, clicktap 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, do one of the following:
ClickTap the Payment plan button.
From the Payment button menu, clicktap Review payment plan.
The Review Payment Plan dialog box appears.
Note: For your reference, the Current balance (remaining principal), Remaining interest, and Remaining amount of the payment plan appear. Also, the amount of the Last payment (final payment) that will be paid appears.
You cannot edit the details of the agreement, but you can edit the notes and/or type additional notes.
If you want to view the initial details of the agreement (for instance, after payments have been applied to any of the procedures associated with the payment plan, you want to see the principal amount of the agreement), clicktap the Initial values icon .
When you are finished viewing the payment plan, clicktap Done.