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 due date.
- If you would like to process the payment, you can right from this screen by clicking on Pay under the Action column. Please note, this will only work if there is a saved credit card on file, or the patient's card is present.
