Closing out payment plans

When a payment plan has been paid in full, you can close out that payment plan from the Ledger of the guarantor with whom the plan is associated or from the Ledger of any of the patients who have that guarantor in common.

To close out a payment plan

1. Open the Ledger page of one of the following people:

   • A guarantor who has an active payment plan.

   • A patient with a guarantor who has an active payment plan.

2. Click (or tap) the Payment Plan button.

   

   The Review Payment Plan dialog box appears.

   

3. Click (or tap) Finalize. This button is available only if the payment plan has been paid in full.