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. How to get there

   1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

      Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

   2. Do one of the following:

      • On the Patient menu, under General, click (or tap) Overview. The patient's Overview page opens. Click (or tap) the Ledger box.

        

      • On the Patient menu, under Financial, click (or tap) Ledger.

      The patient's Ledger page opens.

   On the Ledger page of a guarantor who has an active payment plan or a patient with a guarantor who has an active payment plan, click (or tap) the Payment plan button.

   

   The Review Payment Plan dialog box appears.

   

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