Introduction:
Sometimes you may have the need to cancel a payment plan set up for a patient. Here is the best way to go about it to ensure that the patient's remaining balance is retained. The end result of this process is that any amount remaining on the contract when canceling it will be posted back to the ledger where it can then be collected against in full, adjusted, or added to a new payment plan and the previous payment plan can be deleted safely.
Process description:
Users can click the delete contract button in the contract setup screen to send the remaining balance back onto the patient ledger via cancel contract adjustments
Step-by-step instructions:
- Go to the Patient Overview screen.
- In the lower right-hand corner click the "Edit Ortho" or "Edit Regular" button, depending on what type of contract the patient has.
- Click the "Delete Contract" button.
- A pop up will appear informing the user that the contract is incomplete with the remaining balance amount. Clicking "Ok" will add the remaining amount in the contract back to the ledger via cancel contract adjustments.