Payment Plans and the Appointment Book

Payment Plan instalments can be linked with the future appointments for the patient. For example, if the patient has crown and bridge treatment planned and payments are required at each appointment.

The advantage of linking instalments to appointments is apparent if the patient changes an appointment. The due date of the instalment automatically updates (Instalments, Payment Plan Details) avoiding the possibility of the patient missing the instalment or inappropriate automatic charging occurring.

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Linking Payment Plan Instalments to future appointments

Viewing Clinical Costs in the Patient Transactions window

See also...

Using EXTEND

Creating a Treatment Plan Estimate and Payment Plan

Applying Costs to a Payment Plan

Editing a Payment Plan

Invoicing a Payment Plan Instalment

Printing a Course Of Treatment Summary for a Payment Plan

Administration Lists and Reports

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Linking Payment Plan Instalments to future appointments