How Do I Manage Payment Plans?

When a patient agrees to a payment plan with your practice, you can apply the incremental payments to an invoice before submitting a claim by following these steps:

Create an invoice for the service and print

1. Open a patient record and navigate to Accounts > Invoices > New Invoice then select New In-Patient Invoice.

2. Complete the necessary details in the New In-Patient Invoice form. In this example, we are creating an In-Patient Invoice and billing to the Patient. Click Print if the patient requests a copy of the invoice.

Insert payment or partial payment against the invoice

1. Navigate to Accounts > Payments > New Payment.

2. Complete the necessary details in the New Payment form.

a) Enter the amount the patient is paying

b) Enter the mode of payment

c) Enter the amount the patient is paying

d) Select the invoice you are inserting the payment against

e) Click Allocate

f) Click Payment

*Another tab will open showing the invoice payment in a PDF file.

3. Keep track of how much is outstanding by viewing the Owing column of the Invoice, and review payment history by expanding the invoice details with the drop down arrow.

To create the Final Payment, open the invoice then click Quick Pay or More Pay.

Ensure that the Online Patient Claiming tick box is ticked and click on Pay and Claim.

4. The invoice is now ready to claim from Accounts > Claiming > Unclaimed.

*NOTE: This process applies to all claiming scenarios such as:

New Invoice > Bill to Patient > Patient Claim
New Inpatient Invoice > Bill to Health Fund > IMC Claim
New Inpatient Invoice > Bill to Patient > IMC Patient Claim

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