About cancelling a financed payment plan
This allows staff members to cancel financed payment plans for patients.
Please Note: Once a plan is cancelled, it cannot be resumed.
How to cancel a plan:
Here is how to cancel a payment plan in the Staff Experience in Flywire:
- On the Patient account, click Payment Plan Actions.
2. Click Cancel Payment Plan.
3. When a staff member decides to cancel a plan, they will need to select a reason for why the plan is being canceled. The two reasons are “Financial Assistance Approved” and "Other”, to capture all other reasons for a cancellation.
4. Once a reason has been selected, click the Cancel Payment Plan button to finish the plan cancellation workflow.
Due to the disruption to the patient experience, plan cancellations should only be completed for appropriate reasons.
5. The Cancel Payment Plan Receipt screen appears and the cancellation process is completed.
What happens when a plan is canceled?
When canceling a payment plan, staff member users will be able to cancel the plan, but keep in mind that this will not issue a refund to the patient.
This means the money paid towards the plan gets sent back to the provider and will be visible in the host system. Any refunds due to the patient will need to be initiated by the provider.
Additional info on plan cancellations:
- Cancelling is permanent and irreversible
- Only active plans can be canceled