From the Patient Overview screen, access the Ortho 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, and click the Close button to return to the Patient Overview screen.
Next, the periodic payment needs to be generated to the Ledger. Click the word “Utilities” and choose the “Generate Ortho Payment Plan Charges” options from the drop-down box. Select a date that will generate the remaining charge and click the Go button. Place a checkmark in the box to select the desired patient, and click the Post Patient Ortho Periodic Charges button.
Access the patient’s 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.