Inactivating payment plans

You can inactivate a payment plan as needed. However, once you inactivate the plan, you cannot edit or reactivate it.

Notes:

You cannot delete payment plans.

Opening the Patient Finances window requires the "Patient Finances, Modify" security right. Inactivating payment plans requires the "Payment Plans, Add New/Edit Info" security right.

To inactivate a payment plan

With a patient selected in Ledger, do one of the following:

Click the Patient Finances button on the toolbar.

On the File menu, click Patient Finances.

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 access the Patient Finances window 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 access the Patient Finances window 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 appears.

Select the Payment Plans tab.

Any active payment plans appear.

Notes:

By default, the plans are sorted first by Status and then by Plan Name.

To view active and inactive plans, select All from the list near the top.

Click a Plan Name link.

If applicable, do one of the following:

If the Password - Payment Plans, Add New/Edit Info dialog box appears, user verification has been assigned to the "Payment Plans, Add New/Edit Info" task. Do one of the following:

If your user account has been granted the "Payment Plans, Add New/Edit Info" 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 "Payment Plans, Add New/Edit Info" security right, have a user with permission temporarily override this restriction so you can edit a payment plan to inactivate it 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 "Payment Plans, Add New/Edit Info" security right. To have a user with permission temporarily override this restriction so you can edit a payment plan to inactivate it this one time, do the following:

On the message, click Yes.

In the Password - Payment Plans, Add New/Edit Info dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

The details of the plan appear.

Click Edit Plan Terms.

A confirmation message appears.

Click OK.

The Edit Payment Plan options appear.

Click Inactivate Plan.

A confirmation message appears.

Important: Once you inactivate the plan, you cannot edit or reactivate it.

Click OK.