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.