If you have patients on payment plans who are not on a recurring payment via a credit card on file, there is an easy way to see if any payment is overdue.
- Navigate to Report > Patient Payment Plan Report
- Click on the up/down arrows next to the Date of Next Payment column
- This will sort the upcoming payments for all patients by the due date.
3. If you would like to process the payment, you can right from this screen by clicking on Pay under the Action column.
Please note, that this will only work if there is a saved credit card on file, or the patient's card is present.
