The Payments tab of Partner Configuration is for editing partner-level payment configuration such as payment plans. This makes it easier to configure and maintain payment plan options partner-wide and not have to touch every organization you add. This layout is the same as organization-level payment plans. The default view is a read-only listing of the plan configuration for each of the three supported plan types: Self-Pay, PRAI (patient responsibility after insurance) and All. Press Edit to enter edit mode for the payment plan.

NOTE: Organization-level payment plans will override the partner-level plan.

You must first choose to enable payment plans and the interval (Weekly, Bi-Monthly or Monthly), and enter any number of installments for Self-Pay, PRAI and All patient types. Bi-Monthly means twice per month so installments draft on the 15th and 30th of each month (28th or 29th for February).

Each tier of a payment plan defines the range for the bill balance (min/max) and the maximum number of installments allowed for that tier. Each subsequent tier must have a minimum greater than the previous tier so that balances do not overlap (usually a penny difference). When a patient or admin is setting up a payment plan, the current balance for the bill or Now payment determines which tier they fall under. That tier determines the maximum number of installments allowed. For example, in the configuration below, if the bill balance is $560, they would qualify for tier 2 and a maximum of 4 installments. They would have plan options that included 4, 3, or 2 installments. The minimum number of installments allowed for tier 1 is 2 because a 1 installment plan is better handled as a scheduled payment.

Figure 178 - Partner Configuration Payment Plans

Press Add Installment to add a new tier to your plan. You will need to adjust the Maximum Amount for the previous tier, the Minimum Amount for the new tier and the maximum Installments. If the Maximum Amount for the last tier is $0.00, it will be open ended.

Press the trash icon next to each tier line to remove the tier. If you press Save on the Payment Plans section, it will commit your changes. Pressing Cancel will abandon your changes.

Payment Terms

If you want to charge a one-time setup fee, require down payment or charge interest for any of your payment plan tiers, use the payment plan terms section to define the terms for each installment. 

Press Add Payment Terms to add a term to the list. The Add Payment Terms dialog prompts for which installments the terms apply to, minimum down payment (as a dollar amount or percentage of the amount due), setup fee, and interest rate. If you leave any value as zero, it will be assumed that it does not apply.

Once you've setup terms, you can apply them to a select number of installments from the tiers above.

Below we've decided to require 10% down payment, $25 setup fee, and 2.4% interest when the patient/admin chooses 8 or 11 installments:

Press Save Terms to commit your changes. Press Cancel to abandon changes. The payment terms list will be updated.