Definitions: Payment Plan Categories

Payment Plan Categories determine the category options when creating Payment Plan Types. Assign a category to a patient or an insurance payment plan to distinguish one plan from another in a family with multiple payment plans.

All new payment plans default to None.

To add payment plan categories:

  1. In the Main Menu, click Setup, Definitions, then select Payment Plan Categories. See Definitions.
  2. Click Add to add a new item, or double-click an item to edit.
  3. Name: Enter the category name.
  4. Click OK to save.

Reorder Payment Plan Categories

The order of categories affects the order of categories in the dropdown menu. On the main Definitions window, highlight an item, then click the up/down arrows to move it up or down.

Remove Payment Plan Categories

To remove a category, on the main Definitions window, highlight the item, then click Hide. Or, double click an item then check the Hidden box on the Edit Definition window.

Note: If a category is use, the category will still show on the payment plan until a new category is selected.

To show a hidden item, uncheck the Hidden box on the Edit Definition window.