Guarantor: The person who will make the payments. It does not have to be in the same family as the patient. It may also differ from the guarantor of the account. Click Edit to select. Click Go to access their account. Double-click the individual fees to edit them, or click Add to add new fees. The Payment plan fee interest field is read-only. If the APR is included in the terms of the plan, no fees can be added or changed. However, users who have permission to change the billing date of the payment plan can change the due dates for the fees. Recalculate: Recalculate payments and interest (optional) if a patient pays upfront, pays on principal, or overpays.
See Recalculating the payment schedule. Patient: The person who has been treated. Click Go to access their account. Patients may have multiple payment plans, and each plan may have a different guarantor. Insurance plan (insurance payment plans only): The insurance plan to which this payment plan applies. Click Edit to edit, select the plan, and then select OK. Insurance payment plans can be used to track instalment payments for a single claim. To determine when payment schedule payments are due, see Manage module settings, a few days in advance to charge payment schedule amounts due. Print / Sign and Print / View and Print: The button label changes depending on the options configured to print and sign the terms of the payment plan. See Sign and print your payment plan.
Delete: Delete this payment plan and remove any authorized recurring charges associated with the plan. You cannot delete payment plans with attached payments. A procedure can only be attached to a payment plan. It cannot be linked to both a patient payment plan and a dynamic payment plan. To remove charges from a payment plan, double-click the depreciation plan fees, click Remove, or right-click payPln: Patient Account Load displayed and select Remove Fees. The right-click option is only available if the fee logic of the payment plan “Retirement Credits and Debits” is selected in the account module settings. Payments cannot be tied to fees. If any fees are removed, update the payment plan`s procedures and credits and recalculate the payment plan. See Recalculating the payment schedule. If the provider of a procedure differs from the provider of the payment plan, Open Dental will notify you.
If you continue (click Yes), the payment plan provider will be assigned to the Payplan fee, but future payment splits will be assigned to the process provider if Paysplit, Account Module Settings, is set to something other than Rigorous. Income transfers can also be wrong. See payment schedules Q and R. Interest is applied to the balance of the principal as a whole and does not change, even if payments are made in advance. Open Dental automatically calculates interest (APR) using the following method. Most online calculators use the same method, but some may differ (for example. B assume that the deposit is the payment of the first month). Provider: By default, the patient`s primary provider is used. Click the drop-down menu or […] to edit it.
If the use of clinics and providers is limited to clinics, only the providers available for the selected clinic are options. eClipboard: Send the payment plan to eClipboard. See eClipboard: Payment Plans Note: When you create the calendar, a detailed note of the terms and conditions will be displayed for future reference. Additional notes can be added as needed. Clinic: When using clinics, the patient`s clinic is used by default. Click the drop-down menu to edit it. Depreciation plan: The depreciation plan is generated according to the conditions. Principal and interest are calculated automatically. Due dates are based on the date of the first payment and the frequency selected for More Options. Create a calendar: Create the recovery plan based on the conditions.
A description of the terms appears in the Note box. Close plan: Close payment plans that are no longer paid. All remaining fees are due immediately. Once the schedule is created, these calculations are done automatically: adjustments automatically reduce the total amount of the conditions, apply credits to future amounts due and reduce the tx Office total (via an adjustment in the Payment Schedule and Procedures and Credits window). To also include a customization in the patient account ledger with today`s date, check Also create line items in the account module, which is not recommended if you are using the preferred payment plan fee logic of the account module, Do not age (legacy). The check box is available only if the logged-on user has the Create Customization permission. . . .