• Go to Meddebs >> Batch Transactions >> Payment Plan >> Payment Plan List


STEP 1 - The Payment Plan List:
  • Click on Add

  • The Admittance screen will open. Choose the patient that you want to do a payment plan on and click on OK


  • Enter the quoted (quotation amount), primary (once-off deposit) amount and the number of installments that the patient must pay, for example, 12 months.
  • Select the Billing (on what day of the month the Invoices need to be generated for) and Primary (the Once off deposit invoice) Start date.
  • Select if there's an extra Levy amount that the patient needs to pay for example an admin fee
    • Primary Billing: Enter the Procedure and ICD-10 codes for the Primary Invoice (once-off deposit)
    • Installment Billing: Enter the Procedure and ICD-10 codes for the Installment Invoices that will be generated monthly on the Payment Plan


TAKE NOTE: Click on Save when the Primary Invoice was created and posted.
  • Click on Raise Primary Invoice to immediately generate the Invoice for the once-off deposit. This Invoices will be posted to the Patients account immediately.
  • Select YES


  • If you want to Print the Primary Invoice Batch, click on Print, or else Exit


  • Example of how the Batch will Print. Click on Close when done


  • Example of the Debtor Invoices that were posted from the Batch. Click on Close when done

  • The Payment will now be created with all the Payment Plan Information. The amounts will automatically be calculated and adjusted each month after the next Invoice was generated and posted.
  • You can also click on the EDIT button to edit the Payment Plan afterward.


Last modified: Wednesday, 28 October 2020, 11:27 AM