Payment Plan Types

In the Account Module, the Payment Plans grid lists patient payment plans, insurance payment plans, and installment plans associated with the family.

Patient Payment Plan (PP)

Payment plans for a patient are essentially a loan, with responsibility for payment falling to the payment plan guarantor. See Payment Plan.

Insurance Payment Plan (Ins)

Used to track expected insurance payments (e.g. insurance installment payments). For example, insurance may pay $1000 towards orthodontics, but pay it in four installments of $250 each. See Insurance Payment Plans.

Installment (IP)

A simpler alternative to patient payment plans that allow you to bill patients an agreed monthly amount. Statements will show the fixed monthly amount due at the top. Additional charges posted after the installment plan creation date will not affect the monthly due balance, nor will missed payments. See Installment Plan.