What is it?
The Soon to Default Payment Plans report will return results of payment plans that are expected to default within a specified date range if an installment or "pay-in-full" (aka full or partial) payment is not received.
Put another way, the date range indicated in the report will show plans that will officially default during that range.
How to run the Soon to Default Payment Plans report
1. Log into the Staff Experience.
2. Hover over the Actions menu.
3. Click Reports.
4. Select the Soon to Default Payment Plans report.
5. Select your filters (dates must be in the future).
6. Click Submit.
Report filters
This report contains the following filter:
1. From Date/To Date (the range that will project plans that will default based on last payment dates and missed due dates)
What does the report show you?
The report will show you the Guarantor and Patient Names and Numbers, along with the remaining balance, amount due, due date, how much was last paid and when. The total amount is the total amount remaining on these plans that is projected to default if payments are not made in time.
Fun Fact!
The Soon to Default Payment Plans report is a helpful report for providers to run so that they can proactively reach out to guarantors on these stagnant payment plans to initiate new payments before the plans default!