Generate Charges for a Regular Payment Plan

If this function is not performed, the patients will never have the charges posted to the ledger, nor receive statements from these charges.

To generate regular payment plan charges:

1. Select Generate Regular Payment Plan Charges from the Utilities menu.

   

2. Today’s date will populate in the Show Periodic Charges as of field. If desired, select an alternate date by clicking the calendar icon.  If the date is changed, click Go to refresh the list.

   

3. Select the check boxes beside the patients who need to have payment plan charges added to the account. To select all payments, click the top check box.

   

4. Click Post Periodic Charges.

   The periodic charge will be posted to the patient’s ledger and become part of any current balance.