From the Patient Overview screen, access the Regular Payment Plan Details and click the Billing Details button. In the field for the Billing Amount that is due next, indicate the full amount of the remaining contract balance. Tab through the remaining Billing Amounts and enter a zero (0) in the field. Adjust the payment schedule date if necessary. Click the Save button.
The Payment Plan Periodic Billing Detail screen will be refreshed to show past billed amounts and one final payment due with the full remaining contract balance amount in the field.
Click the Close Window button to return to the Regular Payment Plan screen. Selecting Cancel from there will return you to the Patient Overview screen.
Next, the periodic payment needs to be generated to the Ledger. Click the word “Utilities” and
choose the Generate Regular Payment Plan Charges option on the menu. Select the date for the final payment date on the contract and click the Go button. Place a checkmark in the
box to select the desired patient, and click the Post Periodic Charges button.
Access the Patient Ledger and confirm the periodic payment for the remaining amount has been
placed on the Ledger. Click the Payments/Adjustments button, and choose the appropriate
payment types selection. Enter the payment amount and click the Apply button.