Administration Lists and Reports

Payment Plans for individual patients are administered from the selected patient’s Pay Plans tab.

All patients’ Payment Plans can be administered as a group from Administration > Payment Plans:

AdminMenu-PaymentPlans

Listing all Payment Plans

This window displays all payment plans both current and completed.

It enables you to create invoices for groups of patients with instalments due within a specified date range - Invoicing all Due Instalments

Listing Invoiced Instalments

This window displays all invoiced instalments, from where you can print individual instalments within a specified date range.

Costs Exceed Invoices to Date report

This report is used to identify patients with Payment Plans where the costs have exceeded the invoiced instalments, and includes the option of printing the Payment Plan details.

Costs vs. Statement Summary report

This report is used to identify Payment Plans where the costs have exceeded the statement account, which is similar to the above report but with greater detail. The report includes all patients with Payment Plans and calculates the difference between the statement and clinical costs account.

More on this topic...

Listing all Payment Plans

Listing Invoiced Instalments

Running the COT Costs Exceed Invoices Report

Running the Costs versus Statement Summary Report

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

Payment Plans and the Appointment Book

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Listing all Payment Plans