Listing all Payment Plans

To list all Payment Plans

Select Administration > Payment Plans > List Payment Plans to display the List Payment Plans Window:

Invoice all due Instalments button

Create invoices for all patients with instalments due prior to the selected date (usually ‘today’). See Invoicing all Due Instalments.

NOTE: You can invoice individual instalments from the patient’s Pay Plan tab. See Invoicing a Payment Plan Instalment

Edit Patient button

View or edit the selected patient’s file.

For example, you can check details of individual Payment Plans before invoicing all Due Instalments.

Print a Course of Treatment report for the selected patient (this report can also be printed from the Patient Payment Plan tab).

More on this topic...

Invoicing all Due Instalments

See also...

Administration Lists and Reports

Listing Invoiced Instalments

Running the COT Costs Exceed Invoices Report

Running the Costs versus Statement Summary Report

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Invoicing all Due Instalments