SmartPay Payment Plans

When a Smartpay customer has set up a payment plan in the eCashiering system, it will appear as a recurring payment. If you would like the payment plan details and balance to appear on the patient's statements, run the custom report  "Payment Plans Report" in eCashiering > Reporting > Custom Reports to obtain the payment plan details and post them in the Patient Info > Statements > Payment Plan area in Billing Manager.

The custom report consists of the settings:

The report will upload in csv format:

In PA Billing Manager > Patient Info > Statements > Payment Plan > On Payment Plan checkbox and check the Payment Plan box to activate the options:

Once checked, the locked fields will become activated for payment plan details. Enter any payment plan settings:

Once saved, a red Payment Plan flag will appear on the patient's account until the balance is paid in full:

A running balance and payment plan terms will appear on any patient statement going forward until the balance is paid in full.

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