Staff Experience users can view a patient’s financed payment plan details directly in the patient’s account by clicking the View financed payment plan details link. This opens up the Financed Payment Plan Details window.
The Financed Payment Plan Details window allows staff members to research the bill and payment breakdown by account for the financial assistance review process.
Here’s how to do it:
1. On the Patient account, click Payment Plan Actions
2. Click View Financed Payment Plan Details
Clicking on this action presents a table view of the current active financed plan and payments, adjustments and outstanding balances at an account level.
Please Note: The payments and adjustments here only indicate what has occurred after the financed plan became active. This means pre-service or other payments and adjustments made prior to the financed plan activation are only visible in the host system.