Change a Payment in an Ortho Payment Plan

To change a payment:

1. In the patient’s ortho plan detail window, click Billing Details.
2. In the row for the specific payment, type the new payment amount in the Billing Amount field.

   

   QSIDental Web will not automatically adjust any other payments in the schedule.  However, the difference created by the change in payment amount will appear at the bottom of the window.

3. Adjust another payment to account for the difference amount. For example, subtract from the last payment. Follow the practice’s policies for adjusting payments.
4. Click Save.

   Note: In some cases it may be easier to delete the plan and recreate it than to update a series of individual payments.