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Close a Patient's Payment Plan 

When a patient is no longer paying on a Payment Plan, you can close it so it no longer shows in the Payment Plan grid. There will still be record of the payment plan and it can be reopened if needed. We recommend closing payment plans no longer being paid on, even if there are charges still due.

Close a Payment Plan
Automatically Close Out Payment Plans
View or Reopen Closed Plans

Closing out a plan does the following:

  • Makes any unpaid principal amounts (e.g. for future payments) due immediately. Closeout charges always post to the patient of the payment plan.
  • Accounts for discrepencies between the total amount paid and the credit for procedures attached to the plan.
  • Removes interest charges for future-dated debits. It does not affect historical debits.
  • If using AgedDebitsandCredits Pay Plan Logic, closed payment plans will be hidden in the Payment Plan grid. Otherwise payment plans are only hidden if they are paid in full (payment plan balance = 0).

Close a Payment Plan

  1. In the Account module, double click the payment plan to open it.
  2. Click Close Plan in the lower left. A confirmation message will show.

  1. Click Yes to continue.
    When pay plan logic is AgedDebitsandCredits, the payment plan will no longer show in the Payment Plans grid and any outstanding principal amounts will be added as a PayPln Debit line item in the patient account ledger (with a note of Close Out Charge).

    When pay plan logic is AgedCreditsOnly or DoNotAgePaymentPlans, any balances remaining will be come due now. Once the payment plan balance = 0, the plan will no longer show in the grid.

Automatically Close Out Payment Plans
During the update to version 16.2, all existing payment plans that have a zero balance and no future charges are automatically closed.

There is also a tool to automatically close all payment plans with a zero balance and no future charges. This is useful if you have payment plans showing in the Payment Plan report that have zero balance, no future charges, but are not closed.

  1. In the Main Menu, click Tools, Misc Tools, Auto-Close Payment Plans.

  1. Click OK to close all plans that meet the criteria.

Note: Automatic closing of plans does not work for Oracle users. Instead manually close plans.

View/Reopen Closed Payment Plans
Payment plans that have been closed are still available to view, or to reopen if needed. Only open payment plans can be edited; changing historical information is not recommended.

To show closed payment plans in the Payment Plan grid:

  1. In the Account module, click the Show tab.
  2. Check the box for 'Show Completed Pay Plans'. This will affect all workstations.

All closed plans for the patient will list in the Payment Plan grid in a light text color.

To reopen a closed payment plan:

  1. Double click the closed plan to open the Payment Plan window.
  2. In the lower right, click Reopen.

Only past activity will show in the Amortization Schedule. To reinstate the payment plan, you will need to create a new amortization schedule.


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