Prepayment Plan Types

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This page allows you to administer prepayment plan types. You select a plan type when you create a prepayment plan for a patient. See Prepayment Plans to learn about the prepayment plan workflow.

 

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

 

 

 

  1. Display the Prepayment Plan Types page: On the Main Menu, click Settings > Billing. In the left menu, under Practice Links — Insurance Packages, click Prepayment Plan Types.
  2. Click Add new. Additional fields appear.
  3. Name — Enter the name of the prepayment plan type.
  4. Ordering — Enter a number to indicate the order in which this plan type should appear in the list on the Add / Update Prepayment Plan page.
  5. Notes — Enter any notes about the prepayment plan type.
  6. Click Save, or click Save and Add Another to continue adding new prepayment plan types.

 

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

 

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

 

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

 

 

Name

Enter the name of the prepayment plan type.
Ordering

Enter a number to indicate the order in which this plan type should appear in the list on the Add / Update Prepayment Plan page.
Notes

Enter any notes about the prepayment plan type.

 

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