To design a payment contract, access the Patient Overview. With the section in the lower left
corner indicating “Regular Payment Plan Agreement,” Click the Detail button to open the contract design screen.
Indicate the financial amounts to be moved to the Contract, and the Down Payment Amount.
Indicate the Plan Setup Date, and the First Billing Date. (NOTE: it is suggested the billing date for
all contracts fall on a consistent date; i.e. 1st, 15th, or 30th of each month.)
Complete the fields, ensuring the billing interval and the APR are as desired.
The number of payments and periodic payment amount is automatically figured; if one field is
changed, the other field will be affected by the change.
Indicate the desired Financial Disclosure statement.
Click the Save button.
To print a payment contract for the patient, click the Print Contract button. To print payment
coupons for the patient, click the Print Coupons button.
Please Note: If the Office Account is setup to take payments within Denticon via Transfirst/TSYS or Open Edge, there is a section in the 'Payment Plan' screen to enter the Credit Card details for recurring charges.
To ensure that the office is enabled for recurring payments with Transfirst/TSYS, Open Edge
You can leave this section blank if you do not want to add a credit card to the contract.
- Access the word “Setup” and choose the “Account Info” option from the drop-down box
- Click Edit Account
- Place a checkmark next to "Use Auto Recurring Payments with Transfirst/Open Edge"
- Save