If your office allows patients to pay off their balances via a monthly payment plan, it may be helpful to see the amounts that are expected to be received per month.
- You can find this information by navigating to Reports > Patient Payment Plan Report.
All of your patients who are on a current payment plan will be listed with information such as their date of next payment, and remaining balance, among other key information. You can sort the columns by clicking on the up/down arrow next to the column name. From there, you can manually process the payment.
