You can print the details of a payment plan from the Ledger of the guarantor with whom the plan is associated or from the Ledger of any of the patients who have that guarantor in common. Also, included with the details of the payment plan is a truth-in-lending disclosure.
Tip: You can print a payment plan immediately after creating it or at a later time.
To print a payment plan
How to get there
Use the Patient Search box to access a patient's record.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
On the Patient menu, under General, click (or tap) Overview. Click (or tap) the Ledger box.
On the Patient menu, under Financial, click (or tap) Ledger.
The patient's Ledger page opens.
On the Ledger page of a guarantor who has an active payment plan or a patient with a guarantor who has an active payment plan, click (or tap) the Payment plan button.
The Review Payment Plan dialogue box appears.
Click (or tap) Print.
The payment agreement appears on a new tab of your Web browser.