Staff Experience users with the appropriate permissions can manage various aspects around a patient's current payment plan.
Managing a patient's payment plan can include:
1. Adding more accounts to the plan
2. Updating the plan's monthly due date
3. Changing the number of payments
4. Increasing or decreasing the monthly installment amount
Regardless of the modification you are making, the updated plan will reflect in the area to the right of these fields.
Here is how to modify an existing 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. Select one of the four options listed above to change the payment plan.
5. Click Next
6. 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).
Optional: If you are adding new payment information and would like it to be stored for other payments, click the box to Store payment method for future use.
7. Click Continue
8. Review the plan details, and check the boxes agreeing to the payment plan's terms and conditions.
9. Click Activate.
10. 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.