Prepayment Plans Configuration Settings
Use this page to look up Prepayment Plans configuration information, including best practice setting values.
Important: All athenaCommunicator features require the "Patient Cycle" implementation setting enabled at the tablespace level.
Prepayment Plan settings
| Setting Name | Description | Location | Configuration Level | Default Value | Best Practice Value | Customer Facing | Setting Owner for New Customers | Setting Owner for Existing Customers | Notes |
| FCS - automatic prepayment plans at check-in | All patient payments created during patient check-in will be treated as patient deposit(s) |
 > Implementation > Client Functions > Settings |
Tablespace | OFF | Default | No | Onboarding | CSC | This setting is not typically enabled, would recommend to leave as is per Product guidance. |
| Patient Cycle E-Payments | This setting determines whether credit card payments via Patient Cycle are enabled. |
> Implementation > Client Functions > Settings |
Tablespace | OFF | ON | No | Banking Operations | CSC | |
| Link Prepayment Plans to Un-adjudicated Claims | The practice will have access to the Prepayments Worklist with the option to link prepayment plans to unadjudicated claims. |
> Implementation > Client Functions > Settings |
Tablespace | ON | Default | No | Onboarding | CSC | |
| Post Prepayment Balance to Adjudicated Claims | The practice will have access to the Prepayments Worklist. Claims for patients with prepayment plan balances greater than $0 will be placed on MGRHOLD or HOLD depending on the "Prepayment Plan Claim Status" practice setting. |
> Implementation > Client Functions > Settings |
Tablespace | ON | Default | No | Onboarding | CSC | |
| Prepayment Department Filter | Turning this setting ON will enable the department filter for the Prepayments Worklist |
> Implementation > Client Functions > Settings |
Tablespace | OFF | Consult customer | No | Onboarding | CSC | |
| Prepayment Plan Claim Status | This setting determines whether adjudicated claims for patients with prepayment balances greater than $0 will be set to claim status MGRHOLD or HOLD when the practice setting, "Post Prepayment Balance to Adjudicated Claims" is set to ON. |
> Implementation > Client Functions > Settings |
Tablespace | MGRHOLD | Default | No | Onboarding | CSC | |
| Prepayment Plans: Allow Hiding Funded Plans | Plans with patient money can be marked as a draft and will become visible to patient view |
> Implementation > Client Functions > Settings |
Department | OFF | OFF | No | Onboarding | CSM | |
| Prepayment Plans: Enable Claim Linking In Checkout Stage | This setting controls which departments can access the claim linking at charge entry workflow for prepayment plans |
> Implementation > Client Functions > Settings |
Department | OFF | ON | No | Onboarding | CSC | |
| Prepayment Plan Types | Create pre-payment plan & save |
> Billing > Insurance Packages > Prepayment Plan Types |
Tablespace | OFF | Enable | Yes | Customer | Customer |