A patient called and made a payment towards their payment plan however, the payment has a card attached for recurring payments. How can we post the charges without processing the card associated with the contract?
The down payment from a payment plan is posting every month with periodic charges. Why is this happening?
Someone in our office accidentally generated the Periodic Contract Charges for a payment plan prematurely. How can we reverse those charges that were posted so that we can generate those charges at a later time?
How can I remove or replace a credit card from a Regular or Ortho Payment Plan?
My patient has a payment contract established. The patient wishes to make one final payment on it, therefore finishing the contract early. How do we stop the periodic payments from showing up on the ledger?
My patient wants to alter the payment amount on the contract. I know this will alter the payment schedule, too. How can I make changes to the contract so the periodic billing reflects the newly agreed terms?

How can I remove or replace a credit card from a Regular or Ortho Payment Plan?

Christina

November 13, 2020 14:09
Updated

Users can remove an existing credit card from the Regular or Ortho Payment Plan to convert the plan to cash.

Access the Patient Overview Screen

The User has 2 options to enter the Payment Plan Screen.

Option 1: Click 'Patient'>>'Payment Plan'>>Select 'Regular' or 'Ortho'
Option 2: In the Payment Agreement Section on the Patient Overview Screen
- Click 'View' Regular or Ortho Plan>>Click Details

Please Note: Once the credit card details are removed from a contract, the details cannot be restored.

The “Remove Card” button is enabled when a credit card is on file.