Payment Plan Agreements offer patients details about the Payment Plan they are about to make use of, along with a customisable Payment Pre-Authorisation and Acceptance Of Agreement section.
Watch this video for a quick overview.
While most of the ‘payment plan agreements’ follow a preset template - the title, patient information, payment plan details, etc. - the Payment Pre-Authorisation and Acceptance Of Agreement section can be tailored to suit the practice’s needs.
Perform the steps below to set up the Payment Plan Agreement.
- Navigate to the System Menu > select Practice Settings > Payments & Billing > Contract Agreements.
- Click Edit on the right-hand side of the Contract Agreements page, to customise the Payment Pre-Authorisation and Acceptance Of Agreement section of the general payment plan agreement.
- Once the template is composed as required by the practice, click Update to complete the procedure and save the new payment plan agreement format.
Practices can use this simple guide to learn how to set up payment plan agreements in CareStack.