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This article explains how to create and manage payment plans in Elation Billing.

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Overview

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Important Notes

  • This workflow automates payment plan statements to be mailed to the patient (text/email is not supported for Plan statements at this time)
  • The patient will be tagged with $ PLAN
  • The payment plan feature does not currently auto-charge credit cards
  • Online Payments must be set up to access the Payment Plan feature

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Example Payment Plan Statement

Plan Statements are similar to standard statements with notable differences:
  • Blue coloration (opposed to standard Green/Yellow/Red)
  • PAYMENT PLAN in the upper-left
  • Shows Payment Due (amount due now) in addition to Owed By You (total balance)
Sample payment plan statement showing 22.50 due by 09/12/2023, with blue "PAYMENT PLAN" header, bill summary, and pay-by-mail, phone, and online options.](/images/intercom/3a81a049283b_Plan_Statement_1.png) ![Sample payment plan statement showing 600 cost of services minus 420 insurance, 15 previously paid, and 120 adjustment, resulting in 45.00 owed. Blue "PAYMENT PLAN" header and charges summary with four office visit line items are visible.

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Workflow Instructions

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Creating a Payment Plan

  1. Choose the Patient - On the patient page, click COLLECT NOW to collect a payment. Click the Payment Plan button. "Choose a Payment Type" dialog with the PLAN button highlighted, showing options: PLAN, ALREADY PAID, and CHARGE CREDIT CARD.
  2. Select Payment Option - Choose to pay by Time (set time period to pay off balance) or Amount (set monthly payment amount). Payment Plan dialog, Step 1 of 4 (Choose), with "Time" selected and "Amount" unselected, and the Next button highlighted.
  3. Configure Payment - For Time option, select a timespan. For Amount option, enter the monthly payment amount. Payment Plan step 2 of 4 (Payment), showing a 210.00 balance and a required "Select a Time" dropdown highlighted in red, with Next button active.](/images/intercom/405782ccaca3_Amount_Time.png) ![Payment Plan wizard on step 2 of 4 (Payment), showing a 210.00 balance and an empty monthly amount field highlighted for input.
  4. Select Start Date - Choose when payments are due each month. Payment Plan wizard on step 3 of 4 (Start Date), with Start Date field set to 04/12/2022 and the Next button highlighted.
  5. Confirm - Review the summary showing due dates, amounts, and payment numbers. Click Submit to start the plan. Payment Plan step 4 of 4 (Confirmation) showing 3 scheduled payments: 80.00 on 04-12-2022, 80.00 on 05-12-2022, $50.00 on 06-12-2022, with Submit button highlighted.

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Managing Active Plans

When a plan is active, clicking the Plan button shows:
  • Amount owed per payment
  • Months left on the plan
  • Remaining pay-off balance
  • Options to terminate the plan or make a payment
Payment Plan dialog showing an active plan of 80.00/month with 3 months remaining, 210.00 balance, and Terminate Plan and Make Payment buttons.
For a new balance to be included in a Payment Plan, the current plan must be terminated and a new one begun. Patients can only be on one plan at a time.