Applying Costs to a Payment Plan

After creating the Estimate and the Payment Plan, you need to Treatment Complete (TC) the treatment and apply costs to the plan.

To apply costs to a Payment Plan

1. Treatment Complete (TC) the treatments.

   You will see a popup window prompting for options on the Payment Plan:

   

2. Select the default option Apply Costs to Selected Payment Plan and select OK.

   The completed COTs then show as Clinical Costs in the Patient Transactions screen:

   

   ... and in the Pay Plans tab there is updated information for the Clinical Costs: