Payment Plan Management Tab Navigation

Why This Matters?

The Payment Plan Management Tab provides a structured way to manage how Patients or Debtors settle outstanding balances over time. By setting up instalments, tracking remaining amounts, and reviewing payment progress, the Practice can ensure clear financial planning and maintain accurate account management. This feature helps streamline communication with Patients or Debtors while supporting transparency and accountability in payment handling.

💡Please Note: This feature is not available to all users and must be requested to set up for your Practice.

• Start on the  Payment Plan Management tab.
  
  

• • For navigation, see Reports Segment.
    
    

Sections

• Payment Plans Sub Tab
• Transaction Batches Sub Tab

Payment Plans Sub Tab

• Payment Plans Sub Tab: A screen to view, search, and manage payment plans for patients and debtors. For navigation, see Payment Plans Sub Tab Navigation.

Transaction Batches Sub Tab

• Transaction Batches Sub Tab: A screen to view, track, and manage batched financial transactions linked to payment plans. For navigation, see Transaction Batches Sub Tab Navigation.