Posting manual charges to future due payment plans

You can add future due payment plans that you can use to charge accounts monthly for work in progress, such as orthodontics. The number of charges or payments for future due payment plans are calculated monthly. At times, you may need to add a future due payment plan charge to the patient’s account manually.

To add a future due payment plan charge manually

1.   Select the patient you want to manually post a charge for.

2.   From the Accounts toolbar, click Future Due Payment Plans.

The Select Payment Plan dialog box appears.

3.   Select a provider for the payment plan, and then click OK.

The Create Payment Plan dialog box appears.

4.   If the patient does not have a future due payment plan, do the following:

·        Total Plan Amount – Type the total amount to be paid.

·        Charge Amount – Type the monthly payment amount.

5.   Under Manual Charge Entry, click Monthly.

The Monthly Charge dialog box appears.

6.   Type the amount, date, and procedure code for the charge, and then click Post Charge.