Payment Plans

Every patient is setup on a Care plan with a payment plan option. Option 1,2,3, or 4. If when they check out they aren’t setup on CP1,2,3, or 4 then the Front Office needs to set them up on one.

To be able to create the payment plans you will need to follow these steps:

• Go to the Patients’ account
• Click Records
• New – File – Form
• Click on Excel Templates Tab at the top
• Click 7-ASC 2^nd Day – Doctors Report
• Then Okay

There will be tabs at the bottom of the page that lists different payment options. You should only use Fin-PEAK, Wellness Plan, Wellness Plan-MC, and/or Fin-Laser. Make sure when you are filling these in that all the costs are correct. The Pay Arrange tab is what you can use to gather credit card information.

There are 4 different types of Fee Plans

1. Regular Health Plan
2. Medicare Health Plan
3. Student Health Plan
4. Peak Health Plan
5. Wellness Health Plan
6. Regular Health Plan: Fee Estimate:
7. Medicare Health Plan: Fee Estimate:
8. Student Health Plan: Fee Estimate:
9. Peak Health Plan: Fee Estimate:
10. Wellness Health Plan: Fee estimate

There are 4 different options for the Fee Plan:

1. CP1-Option # 1 – Paid in full with a 15% discount
2. CP2-Option # 2 – Payment in the 1^st & 3^rd Friday of every month with a 10% discount
3. CP3-Option # 3 – Payment every Friday with a 10% discount
4. CP4-Option # 4 – Pay as you go

Circle which Option the patient chooses