📌 Users can review a patient’s statements and set up a payment plan for outstanding balances.
Overview
Click on a patient's profile to access their billing statements. Review all past and current statements, including due dates, total amounts, and remaining balances. Set up a payment plan to split large balances into smaller installments. ➡ Next Step: Users can make payments, review statement history, or manage AutoPay transactions.
Step-by-Step Guide
Step 1: View a Patient's Statements
Open a patient’s profile from the Patient List. Click the "Statements" button. The Statements Page will display: Total Amount & Remaining Balance Payment Plan Status (if applicable) Step 2: Set Up a Payment Plan
Click "Set Up Payment Plan" next to a statement. Adjust the number of months for installment payments. Enter payment details (credit card, e-check, etc.). Click "Confirm & Set Up Payment Plan" to activate it. Step 3: Managing an Existing Payment Plan
Active payment plans appear under Payment Arrangements. Users can track the monthly amount, remaining months, and status. To modify or cancel a plan, go to AutoPay > Scheduled AutoPay Transactions. 
