Patient Payment Plan

When a provider presents a treatment plan, the payment module shows insurance estimates, patient balance, and plan options on one screen, with no system switching needed.

Plan terms like duration, down payment, interest, and minimums are configurable by treatment and location, enabling the right structure while staying within policy.

Payment plan agreements are presented digitally and signed via e-signature, removing paper forms and creating a clear, saved record of accepted terms.

Payments are collected automatically on scheduled dates from the patient’s card on file, with configurable advance notification to patients before each charge.

If a scheduled payment fails, the system retries on a set schedule and sends the patient a link to update payment details, recovering payments without staff calls.

Billing managers see collection trends as the system tracks active plans in good standing, average failed payments, and total receivables by location.

Financing applications are submitted and status-checked within your PMS, letting treatment coordinators know immediately if a patient is approved and for what amount.

For denials with clear resolutions, the system automates resubmissions, generating corrected claims, attaching documents, and creating appeal letters, freeing staff for complex cases.

If a financing application is declined, the system suggests the next option: an in-house plan, adjusted treatment, or alternative provider ensuring a follow-up path.