About Payment Plan

Sometimes, especially with orthodontic work, patients cannot afford to pay all of the charges at one time. Many practices offer payment plans to these patients, allowing the patient to spread the current or anticipated balance over smaller payments paid at regular intervals.

QSIDental Web offers two types of payment plans for different types of procedures. There is a special payment plan for orthodontics and a regular payment plan for other types of dental procedures. The regular plan can be used to pay for future treatment or to pay on an existing balance. Payment plans are created for individual patients, not families, and each patient may have one active plan of each type at a time.

Payment plan information flows to and from other modules in QSIDental Web, providing visible, consistent information. There is no special payment plan module, but any active plans are easily accessible from the Patient Overview module.

The payment plan section of the Patient Overview module displays summary details of either the patient’s regular plan or the orthodontic plan. This summary section allows a user to:

  • See basic plan details, including amount financed, next payment and remaining payment information.
  • View or edit plan details with the Detail button.
  • Create a new payment plan if no plan is currently in place.

Workflow

When a patient chooses to make payments over time, the payment plan contract must be established with the relevant details based on the amount of the balance and the amount of time the plan will take. Each period, the charges for the plan must be generated and billed to the patient until the balance of the contract is paid.

Payment plans may not be edited. Once in place, they are set with the specific financial details entered at the time the plan was created. If the patient’s financial needs change, the existing plan can be deleted and a new one entered in its place.

Plan Toggle

The Payment Plan section of the Patient Overview module displays only one type of plan at a time. However, the user may easily switch back and forth, or toggle, between views.

When the Patient Overview screen payment plan section displays Regular Payment Plan Agreement the summary of the regular plan is displayed. The View Ortho Plan button will switch the view to the ortho plan.
When the Patient Overview screen payment plan section displays Ortho Payment Plan Agreement, the summary of the orthodontic plan is displayed. The View Regular Plan button will switch the view to the regular payment plan.

Regular Payment Plan Details

The Payment Plan details screen gives a more complete and complex details about the specific payment plan.
To access the details screen, click the Detail button in the Regular Payment Plan summary section.
The details of the specific plan will display if available, otherwise, a new plan can be created.

Ortho Payment Plan Details

Click the Detail button from the Payment Plan section in the Patient Overview module.
Details of the orthodontic plan will display, or a new one can be created. Orthodontic plans may include both, a patient and an insurance component, if the patient has orthodontic coverage in his/her plan. The details of each will be included in the module.