Payment agreements overview

You can set up payment agreements from the Family File or the Ledger:

·        From the Family File for any family member, double-click the Billing Information block to open the Billing/Payment Agreement Information dialog box.

·        In the File menu in the Ledger, click Billing/Payment Agreement. Once you create a payment agreement, the Ledger’s Payment Agreement toolbar button displays in colour.

Payment agreements are set up by account and not by patient. You can set up one payment agreement per account.

To learn more about payment agreements, click one of the following links:

·        Creating payment agreements

·        Creating payment agreements using a template

·        Entering payment agreement payments

·        Deleting payment agreements

·        Creating payment agreement notes

·        Editing payment agreement notes

·        Entering payments in Payment Agreement Manager

·        Sorting payment agreements in Payment Agreement Manager

·        Filtering payment agreements in Payment Agreement Manager