Using the Payment Plan Report
Updated at April 13th, 2025
The Payment Plan Report provides valuable insights into all payment plans set up in PatientPay for select practices, a specified time frame in which they were created, and plan statuses (Active, Completed or Cancelled). The default is no time frame which means all plans created to-date for the selected practice. We default to Active payment plans but give you the option to include specific statuses. If a bill has had a plan cancelled and then a new plan created, you may see multiples for the same bill in the list. You can use the Time Frame filter to only select plans created in a specific time frame.
Figure 139 - Payment Plan Report
Below is a description of each column in the report:
| Column Name | Description |
| Client ID | Client ID for practice to which bill belongs |
| Practice Name | Practice name to which bill belongs |
| Patient ID | Patient ID identifying patient/guarantor for the bill |
| Patient Name | First and last name for patient/guarantor |
| Statement ID | Statement ID that uniquely identifies the bill |
| Plan Create Date | Plan created date (MM/DD/YYYY HH:MM AM in EST) |
| Plan Status | Plan Status (Active, Completed or Cancelled) |
| Original Due Amount | Original due amount for the bill when the plan was created in format $NNN.NN |
| Original Installment Count | Original installment count when plan was created |
| Installment Amount | Plan installment amount in format $NNN.NN |
| Interval | Interval for plan installments (Weekly, Bi-Monthly, or Monthly); NOTE: Bi-Monthly means twice per month. |
| Remaining Balance Due | Remaining balance due on the bill in format $NNN.NN |
| Remaining Installment Count | Total number of installments left on the plan |
| Last Payment Amount | Last installment amount in format $NNN.NN |
| Last Payment Date | Last installment date in format MM/DD/YYYY |
| Next Installment Date | Next installment date in format MM/DD/YYYY |
| Insurance Type | Insurance type for patient indicating whether they are Self-Pay or After Insurance |
| Insurance Name | Insurance company name, if applicable |
| Failed Attempt Count | Number of failed payment attempts |
| Cancellation Date | Cancellation date of plan, if applicable, in format MM/DD/YYYY |
| Reason for Cancellation | Reason for plan cancellation (Balance reduced to $0, Max failed attempts, Patient request, Insurance reprocessing claim, Other) |
| Payment Plan Flag | This indicates Y if payment plan and N if scheduled/future payment |
| Has Active Plan | This indicates Y if cancelled plan has been replaced with newer active plan |
The Columns drop-down list allows you to control which columns are visible. This is helpful when you want to reduce horizontal scrolling.
The user can download the report in Excel/CSV to analyze the data offline. The download should have the same data and columns as on screen.