Deleting payment agreement templates

Payment agreement  templates serve as defaults when you set up a payment agreement for an account. You can change the default on a per account basis. You can also delete payment agreement templates that you no longer need. You can add and edit payment agreement templates too.

To delete a payment agreement template

1.   In the Maintenance menu in the Office Manager, point to Practice Setup, and then click Payment Agreement Setup.

The Payment Agreement Template Setup dialog box appears.

2.   Select the payment agreement template that you want to delete from the list, and then click Delete.

A message appears.

3.   To delete the payment agreement template, click Yes.