Staff-Initiated Payment Plans Overview

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Staff-initiated payment plans allow staff to automatically collect a predetermined monthly amount on a patient's balance until the total amount identified in the payment plan is paid off. Staff and the patient determine the monthly dollar amount, the day of the month to charge the credit card, the total amount for the payment plan, and what is to happen to any new charges that the patient may incur.

Benefits: By enabling staff-initiated payment plans, the practice will experience higher patient pay yield and faster payments.

Resources

• Related Topics

• Patient Digital Engagement Index Overview

• Summary of Patient Digital Payment Methods

KPIs

• Patient Digital Engagement Index: Encourage digital payment activity

  • Measures digital actions your patients take with respect to payment; it includes making digital payments and receiving e-statements

  • Patient Pay Yield

  • Days in Account Receivable

Reporting

• E-Payment Activity Report

• Payment Plan Productivity and Monitoring Report

Patient handling preparation

• Patients may have questions regarding this functionality; leverage the resources linked to understand what the workflow has to offer. The more staff are familiar, the more they can share the benefits to patients.

• Keep in mind that patients cannot contact athenahealth directly if they have troubleshooting concerns regarding the workflow. It will be the responsibility of the practice to assist them.

  • There are many resources via O-help and the Success Community, but if your question/concern cannot be answered by reviewing those, you may submit a case for further assistance.

Workflows