Payment Plan Types

athenaCollector

This page allows you to administer payment plan types for your practice. The list of payment plan types appears in the menu on the Add / Update Payment Plan page. You use a payment plan type as a template when you add a payment plan for a patient.

 

On the Main Menu, click Settings > Billing. In the left menu, under Practice Links — Insurance Packages, click Payment Plan Types

 

 

 

  1. Display the Payment Plan Types page: On the Main Menu, click Settings > Billing. In the left menu, under Practice Links — Insurance Packages, click Payment Plan Types.
  2. Click Add new. Additional fields appear.
  3. Name — Enter the name for the new payment plan type (e.g., 12 Month Payment Plan).
  4. Ordering — Enter a number to indicate the order of appearance in the list.
  5. Default Payment Method — Select a default payment method.
  6. Default Frequency — Select a payment frequency, if desired.
  7. Default Amount — Enter a default payment amount.
    Note: If you enter both a Default Amount and a Default Percentage, the Default Amount takes precedence when the payment plan type is applied.
  8. Default Percentage — Enter a percentage (e.g., 8.34), if desired.
    Note: If you enter both a Default Amount and a Default Percentage, the Default Amount takes precedence when the payment plan type is applied.
  9. Notes — Enter any notes for this payment plan type.
  10. Click Save or click Save and Add Another to continue adding new payment plan types.

 

  1. Display the Payment Plan Types page: On the Main Menu, click Settings > Billing. In the left menu, under Practice Links — Insurance Packages, click Payment Plan Types.
  2. Click the edit link next to the payment plan type that you want to update. The item details appear in the fields at the top of the page.
  3. Edit the fields as desired.
  4. Click Save. The updates appear in the list below.

 

  1. Display the Payment Plan Types page: On the Main Menu, click Settings > Billing. In the left menu, under Practice Links — Insurance Packages, click Payment Plan Types.
  2. Click the delete link next to the payment plan type that you want to delete. The item is disabled, and the delete link is replaced with an undelete link. 

 

  1. Display the Payment Plan Types page: On the Main Menu, click Settings > Billing. In the left menu, under Practice Links — Insurance Packages, click Payment Plan Types.
  2. Click the Show deleted link. Deleted payment plan types appear disabled in the list.
  3. Click the undelete link for the plan type that you want to restore. The payment plan type is restored to your list, and the audit history of the plan type is preserved.

 

  1. Display the Payment Plan Types page: On the Main Menu, click Settings > Billing. In the left menu, under Practice Links — Insurance Packages, click Payment Plan Types.
  2. Click the edit link next to the payment plan type for which you want to view the audit history. The item details appear at the top of the page.
  3. Click Audit history.
  4. The audit history appears.

 

 

Name

The name of the payment plan type.
Default Method Select a default payment method.
Default Frequency Select a payment frequency, if desired.
Default Amount

Enter a default payment amount.

Note: If you enter both a Default Amount and a Default Percentage, the Default Amount takes precedence when the payment plan type is applied.
Default Percentage

The percentage of the total payment plan balance that should apply to each payment plan payment. athenaOne uses this percentage to determine the per payment amount for payment plans using the payment plan type.

Note: If you enter both a Default Amount and a Default Percentage, the Default Amount takes precedence when the payment plan type is applied.

Ordering

The number used to sort the list for display (optional).

Notes

Any reference notes concerning the payment plan type.

 

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