From Collections Manager, you can set up a payment plan for a patient you have contacted.
To set up a payment plan
In Collections Manager, do one of the following:
Select a guarantor, and then click the Patient Finances button 
on the toolbar.
Select a guarantor, expand the File menu, and then click Patient Finances.
Double-click a guarantor.
Right-click a guarantor, and then click Billing/Payment Agreement.
If a payment plan does not exist for the individual or family, a message appears and asks if you want to create one. Click Yes.
If applicable, do one of the following:
If the Password - Patient Finances, Modify dialog box appears, user verification has been assigned to the "Patient Finances, Modify" task. Do one of the following:
If your user account has been granted the "Patient Finances, Modify" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Patient Finances, Modify" security right, have a user with permission temporarily override this restriction so you can add a payment plan this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Patient Finances, Modify" security right. To have a user with permission temporarily override this restriction so you can add a payment plan this one time, do the following:
On the message, click Yes.
In the Password - Patient Finances, Modify dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Patient Finances window opens.
On the navigation bar (on the left), select Payment Plans.
To create a payment plan, click New Plan, and then set up the payment plan options.
Close the Patient Finances window to return to Collections Manager.