Some patients may feel more comfortable with enrolling in a payment plan if a Staff Experience user does it for them. Here is how to enroll a patient in a payment plan:
1. Log into the Staff Experience
2. Search for and select the patient
3. On the My Accounts tab, click Manage Payment Plan.
4. In the Create Plan screen, in Step 2 "Add Accounts", select the bills to include in the payment plan.
5. In Step 3 "New Plan Details", select whether the plan requires a down payment (if so, enter the amount), and whether to process the first installment at this time (if the patient wishes to pay it now instead of waiting to pay on or by the due date).
6. Select the day of the month when each payment will be processed/due.
7. Choose to either enter the Number of Payments for the payment plan OR the desired monthly payment amount.
8. The payment plan schedule will automatically populate based on your selection in Step 7. Service fees will also be displayed in a transparent fashion so that there are no surprises to the payer.
9. Click Next
10. In the "How would the patient like to pay?" screen, select whether the patient is enrolling in Auto Pay (Yes/No), and enter the payment method (credit card, debit card, bank account).
11. Click Continue
10. Review the plan details, and check the boxes agreeing to the payment plan's terms and conditions.
11. Click Activate.
12. The New Plan Receipt screen appears when the payment plan setup is successful. A copy of the payment plan schedule and receipt can be printed for the patient's records by clicking the Print icon.
13. Click Patient Home