When agreeing to a Payment Plan, the Patient or Responsible Party must sign a Payment Plan Agreement set forth by the practice.
Watch this video for a quick walkthrough.
Create your Payment Plan or Disclosure Statement by performing the steps below.
Navigate to the System Menu > select Practice Settings > Payments & Billing > Contract Agreements.
- Click Edit for the General Payment Plan option.
- Using the formatting toolbar and text field, add content or make the required changes to the existing agreement as desired.
- Click Update on the top right.
The newly updated Payment Plan Agreement is ready, and you will see a notification on the top right stating, 'Agreement updated successfully'.
Practices can use this guide to create or update a General Payment Plan Contract Agreement as suited to their requirements.