You can print payment plan documents to give to a patient or guarantor.
Note: Opening the Patient Finances window requires the "Patient Finances, Modify" security right. Viewing payment plans requires the "Payment Plans, Add New/Edit Info" security right. Printing payment plan documents requires the "Print Payment Plan" security right.
To print payment plan documents
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 view 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 "Payment Plans, Add New/Edit Info" security right. To have a user with permission temporarily override this restriction so you can view a payment plan 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 Print Report.
The Print for Payment Plan dialog box appears.
Select the documents that you want to give to the patient/guarantor:
Truth in Lending Disclosure Statement - Discloses the terms of the agreement. It includes the annual percentage rate, the finance charge amount, the total amount financed, and the total amount paid at the end of the agreement.
Amortization of Payments and Finance Charges - Prints a schedule that lists the interest accrued on the balance amount for each payment interval.
Click either Send to Batch or Print.
If you clicked Print, and if applicable, do one of the following:
If the Password - Print Payment Plan dialog box appears, user verification has been assigned to the "Print Payment Plan" task. Do one of the following:
If your user account has been granted the "Print Payment Plan" 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 "Print Payment Plan" security right, have a user with permission temporarily override this restriction so you can print payment plan documents 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 "Print Payment Plan" security right. To have a user with permission temporarily override this restriction so you can print payment plan documents this one time, do the following:
On the message, click Yes.
In the Password - Print Payment Plan dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.