Payment Plans

The Payment Plan section of the Patient Overview screen summarizes payment plans associated with the patient. Included are brief plan details, such as amount financed, next payment and remaining payment information.

Plan Toggle

When the Payment Plan section is labeled Regular Payment Plan Agreement, a summary of the regular plan displays. The View Ortho Plan button switches the view to the ortho payment plan. When the section is labeled Ortho Payment Plan Agreement, a summary of the orthodontic plan displays and the View Regular Plan button switches the view to the regular payment plan.

Payment Plan Details

You can click the Detail button to view the Payment Plan Details screen, which gives more complete and complex details about the payment plan. If no plan is in place, you can create a new one from the Details screen.