You can delete a 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 delete 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 Delete.
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When prompted to confirm, clicktap Delete.
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