Create a Regular Payment Plan

To create a regular payment plan:

1. In the Regular Payment Plan Agreement section of the Patient Overview module, click the Details button.

   

   Note: If the section is Regular Payment Plan Agreement, the window for a regular plan will open. If the section is Ortho Payment Plan Agreement, the window for an orthodontic plan will open.

2. Move any balances to the payment plan if desired. Click the Move to Contract button beside Current Patient Balance to include the amount the patient already owes in the payment plan. Click the Move to Contract button beside Treatment Plan Patient Balance to include the anticipated charges for planned treatments in the payment plan. The amounts will be populated into the contract.

   

3. Click Clear to remove the amounts from the contract if desired.
4. Enter the amount the patient will pay at the beginning of the contract, the Downpayment Amount. If the patient will not make a down payment, enter 0.

   

   Once the down payment is entered, many fields will calculate and populate automatically.  As further information is entered, the fields will update.

5. Enter the APR (Annual Percentage Rate) if the practice will charge any interest on the amount financed. If a percentage is entered, the Finance Charge field will populate automatically, and the amount in the Total of Payments field will increase to include those finance charges.

   

6. In the Interval picklist, select how often the patient will make payments on the plan.
7. In the No. of Payments field, enter how many payments the patient will make to pay the balance. If the patient prefers to pay a specific amount, skip the field and the number of payments will be calculated by QSIDental Web.
8. In the Periodic Payment field, enter the amount the patient will pay each period. If the patient prefers to pay the balance over a specific time, skip the field and the amount will be calculated.

   

   

9. The First Billing Date represents the due date of the first periodic payment. To change the defaulted date, click the calendar icon.
10. Select any required disclosures from the Financial Disclosure picklist. Financial disclosures are established by the practice and should be selected based on practice requirements. View the disclosures by selecting Custom Letters from the Reports menu.
11. Click Save.

    

    • Once saved, the plan information is locked (greyed out) and editing is limited. The contract, coupon, and billing details buttons will become active.
    • Print the payment contract for the patient by clicking Print Contract.
    • Print the installment coupons for the patient to use when sending the payment by clicking Print Coupons. The documents open in a separate window for standard pdf printing.