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 forall 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 ischanged, 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 Denticon Pay, Open Edge, or PlanetDDS Pay there is a section in the 'Payment Plan' screen to enter the Credit Card details for recurring charges. You can leave this section blank if you do not want to add a credit card to the contract.
Auto Posting Setup (Important: Global Setting)
Auto Posting is configured at the organization (account) level and applies to all offices and locations under the account.
- 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"
- Save