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Set Up Payment Plans for Membership Patients

Aishwarya Nair
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For a payment plan to be created, a down payment is required, which means the patient must pay their first installment, which could be (the first month, first quarter, or first half-yearly). Once that down payment has been taken, the payment plan will be automatically created, allowing the user utilise the payment plan flexibilities on a payment schedule, such as Pay Now, Edit, Skip, or Exempt Installment. 

Let's explore the various scenarios where users can put these different options to use.

Note: A payment plan will only be created if the chosen Billing Cycle is chosen for any option other than yearly. This allows the user access to the built-in flexibilities within the payment plan schedule. 

  • Let's explore these different options that CareStack offers, provided the patient has paid their down payment and their billing cycle is not yearly.
  • In such a scenario, the user can click into the payment plan and use those different options to fulfill their requirements.

Let's start with the Pay Now option.

  • If the patient would like to pay in advance on a future month, users can click Pay Now.
  • If the practice is willing to provide a payment exemption for a particular month, click Exempt Installment from the three-dot menu.
  • If the patient wants to pay more or less than the specified amount, users can click Edit to alter the amount.
Note: Doing so will recalculate the remaining amount through the remainder of the payment schedule.
  • Users can also click ‘Skip,’ which essentially edits the payment amount to zero and redistributes those needed funds throughout the remainder of the payment schedule.

Portal Tracking of Members and their Payment Schedule Status

  • Navigate to the System Menu > select Membership Plans under Subscriptions > select the Members tab.

  • Under the Members tab, click on the desired Patient Name. 

This will open the Patient Details slide-out, where you will find a pie chart of the patient's overall payment status.

  • Green suggests successful payments.
  • Pink stands for the failed payments.
  • Purple signifies payments that were skipped.
  • Yellow indicates payments that were exempted.
    Note: An exempted payment means the user had given that month away for free.
  • Grey designates payments that are remaining.
  • This is how it will appear when the above payment status is compared with its actual payment plan.
  • Here is another example of a patient in an Active status.
  • The patient has opted to pay Monthly.
  • Six of the payments have gone through, leaving the remaining Six for the future.

This guide can be referred to anytime you want to learn more about the payment plan flexibilities and portal tracking.

Related Articles

  1. All About CS Membership Portal
  2. Create a New Membership Plan on CS Membership Portal
  3. Edit or Deactivate an Existing Membership Plan
  4. Sign Up a Patient on CS Membership
  5. CS Membership Profile Permissions
  6. Track Membership Status, Payments, and Discounts
  7. Complete the Pending Payment of a Membership Plan
  8. Locate Membership Discounts of a Patient
  9. Take Action on Failed Transactions within the Membership Portal
  10. Delete a CS Membership Credit Discount
  11. Track Membership Status, Payments, and Discounts

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