When a payment plan has been paid in full, you can close out that payment plan from the Ledger of the guarantor with whom the plan is associated or from the Ledger of any of the patients with that guarantor.
To close out a payment plan
How to get to there
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From the Patient menu, under Financial, select Ledger.
The patient's Ledger page displays.
Tip: You can also access the Ledger page from the patient's Overview page > Ledger widget.
Note: If the correct patient is not already selected, use the Patient Search field to access the patient's record.
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Open the Ledger page of a guarantor with an active payment plan or a patient with a guarantor with an active payment plan, and clicktap Payment plan.
The Review Payment Plan window displays.
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ClickTap Finalize.
Note: This button is available only if the payment plan has been paid in full.
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