Clearing payment plans

Once you create a payment plan, you cannot change it. Instead, you must clear the payment plan and then recreate it.

To edit a payment plan

1.   Select the patient whose payment plan you want to edit.

2.   In the Accounts toolbar, click Billing/Payment Plan.

The Billing/Payment Plan Information dialog box appears.

 

3.   Click Clear/New PP.

The Payment Plan Charges message appears.

4.   Click OK.

The payment plan is cleared, and a note is added to the Payment Plan Note field.

5.   Create a new payment plan.