In this example John owes $3,000 and would like to set up a payment plan. Here's how the Staff Experience user can seamlessly do that using Integrated Financing in Flywire:
1. Log into the Staff Experience and pull up a patient account in the Patient Search. This will load the patient’s page.
2a. A payment plan offer appears offering one or more plans with terms over 12 months long. These options are the financed payment plans.
2b. If an offer page does not automatically appear, click Set Up a Payment Plan from the patient account.
3. Staff users can select bills that the patient wants to have included in the payment plan. The total balance and plan terms will be calculated dynamically. The bills that the user selects will determine whether they will get a provider-funded plan offer or Integrated Financing funded plan in the next steps.
4. When the staff member goes to build a plan, they must first confirm the following about the patient:
- Patient name
- Date of birth
- Address
- Mobile number
- Email address
The staff member must also confirm that the patient has verbally consented to the request of their credit report and that the patient has provided a mobile phone number that will receive important information about their plan by checking the appropriate boxes. They can also direct patients to the terms of agreement in the Policies and Terms dropdown in the top right section of the Flywire portal.
After confirming the patient information, Flywire is able to generate a tailored and personalized payment plan offer for the patient.
5. Click Build My Payment Plan.
Please Note: Once this step is completed, the workflow will initiate a soft credit check on the patient’s behalf.
6. Several payment plan options with differing amounts and monthly installments will be presented based upon the amount that is owed and the ability of the patient to make monthly payments.
7. After discussing the different Financed Payment Plan options with the patient, select the appropriate payment plan.
8. Click the payment plan option and then click Select Option/Confirm.
9. Enter the payment method information, and click Next: Confirmation. At this moment, the patient will receive a link to the terms of the financed plan and the plan autopay authorization via SMS.
10. In the Confirm Payment Plan Terms screen, review the payment plan details once more to ensure the information is correct. This involves a script that must be read to the patient with verbal consent the patient understands they are enrolling in a financed payment plan.
Please Note: If the incorrect Financed Payment Plan was selected, click the Back link within the browser (pictured below) to return to the previous screen.
11. If everything looks good, check the box to confirm the Autopay terms and conditions, and then click Activate Plan.
12. The Activation Complete! Screen appears, and the plan enters In Progress status.