Transactions – Payment Plans Ver. 4.5
Contents
1. TomsTesting Tom Pmt Today s 0 00 Date 08 05 2007 Discount 123232 Today s Due 0 00 Payor Tom M23 v Bank c01 E Balance 0 00 Select Pt Amount 200 Pmt Plan Bal 1312 00 Code CASH Bl Remaining Unapproved 0 00 Allocate Desc Cash VV Apply to Current Pmt Plan Total 1312 00 Receipt Select Payment Plan x ements Active Payment Plans Tt Date int Nae Statae Desci Taal pied Pee i 2383 Tom 09 12 2005 500 00 Cancel i i i 2223 Tom 30 12 2006 120 00 2224 Tom 09 12 2005 2563 Tom 23 11 2006 2603 Tom 08 05 2007 Tom 08 05 2007 be Tom 08 05 2007 2643 Tom 08 05 2007 Figure 9 Payment Tab Payments to a Payment Plan To apply a payment to a payment plan select the Apply to Current Payment Plan option and when the Add button is pressed the Select Payment Plan dialog will be displayed if there is more than one payment plan currently open Axium Payment Plan User Manual November 4 2008 5 of 52. pay varying amounts at each pay period If the Regular Payment Schedule option is on the payment schedule will change depending on any of the Regular Schedule group fields being changed The payment schedule will interactively change the payment schedule when the of payments or the Regular Fee amount is changed Changing the Regular Fee will change the number of payments and the Final fee amounts Changing the Regular Fee amount will alter the final fee amount Altering the Final Fee amount directly is not possible when the Regular Payment Schedule option is on This is a calculated remainder Manually Editing a Payment Schedule The payment plan s payment schedule can be editing manually if required Use the Edit Sched button to display the Edit Payment Plan Fees dialog Care must be taken when editing the payment schedule If the payments do not sum to the payment plan amount the user will not be able to exit the dialog a xl Figure 3 Edit Payment Plan Fees Dialog Editing the A cd Ce payment plan schedule r Payment Plan Information i See ee Using this option will turn the Regular Payment Schedule Plan Total fio00 00 Total of Fees fi0o0 00 option off m Fee ltem Details i j i i a Once the payment schedule is defined it causes axiUm to l make these payments due for payment on the payment Date Claim Date FT IM 4 ees dates These amounts are displayed in t
3. Show History Payment Plan History Payment Flan Close Guarantor Flan Close mr Flan Total Flan is for Specific Charges F ee WEW Closing Bal i Regular Schedule Down Payrniert H of Payments Down Prot Date Regular Fee Starting Date Final Fee Payment Period Monthly ba Final D ate Comment Grip bil feet Gatien sit oeenned Trt Name StartDate Regular Fee End Date Total Type User Modified Date ebb4 Dummy 08705 2007 102 00 06 04 2008 1234 00 Add Burger Tom 08 05 2007 1311 ebb4 Dummy 08705 2007 102 00 06 04 2008 1235 00 Edit Burger Tom 0870572007 1322 Figure 6 Payment Plan History Dialog The changes made to the payment plan are listed Axium Payment Plan User Manual November 4 2008 3 of 5 View Payment History Payment Plan Payments Payments Allocated To Payment Plan Close JD Date Description Name Amount Adjusted Total 221022 08 05 2007 Cash Dummy 44 00 0 00 44 00 Figure 7 Payment Plan Payments Dialog Any payments that were made to the payment plan are listed Print List This option prints the entire list to the selected printer Using Payment Plan Types As stated previously there are three types of payment plans in axiUm e Specific Charges This payment plan option is for planned work or a combination of treatments with outstanding balances and work planned for the future e Outstanding Balance This is a payme
4. axiJm vaca fern roller Transactions Payment Plans Ver 4 5 This document explains the setup and use of payment plans in axiUm Table of Contents alicele sie iie denen eee ee er ea ee ee eee eee SCUDO a Payment Piai aie sarc rstueite heise se aeeymters tated sores na detes ss ateee tance scareser debe wetaconn ten baetons Hote asetonacent Payment Plan SCNedUIeS ccccccccccseseecccesececcesececseeeeceeseecesaueessaeeecseaseeessageeessegeeesssaseeetens Regular Payment SCMSGUI CS asics EEE a ENEE EE RS Manually Editing a Payment SCHedUIE cccccceeccceceeeeeeeeeeeeeeeeeeesaeeseesseeseeeseeeeeseeeeesaeeeenens Payment Plan List Right Click Menu Options cccceccceeseeeeecaeeeeeeaeeeeeseeeeeeeeeaeeeesaaeeeeeaaeeesaees SHOW ESO e EEE cee ohanceaeeseenealiustognseut ines ncuesencuseteinecesinuneeusidenesseanieeseuegeeedentae View Payment HISTO an nee e a ee PONCE e E E E E iaceseuenerieeee te seaee Using Payment Plan Types cccccsccccssececseceseseeceeseecsaseeceaeeeceueceseeeeneueceeseesaceeeeaseeesaseessusesens 812161 09 Charges ai cs Oa narina tence een ene ae eee ae ere ee ne OUTSTAN GING Balance Plah socsiiscctsexuesssscsxusesnseadedasitecuuaeseccdentale aO A a EEA EAEE MTA OSS Pia ae E ett test ts eat E ADDIVING Treatments 16 Gl PIAN sacccesicaricncscudaieectos cache tan dianasisnnteuantedsaecedancidanieniueesuaueuledtuspadeuleeudcdeduudles RT AC Urs eeepc acter cotton ce stave ei
5. d E EEE AEE AA OE E E Making Payments to a Payment Plan ccccccccseceeceeeeeeeeeeeeeeeeseeeeseeeeeseeeeseeeeeeeeeesansesaeeeesseeeesaes Table of Figures Figure 1 Transactions Module Payment Plan Tab Dialog Starting a payment plan with the currently Selected Patient cccccccccsscccsseccseeceseeceucecaueceueesaueecaeeeeaeeceasesaueeseeecaeeseueesauesanenesaesseas Figure 2 Plan Types detail cccccsscccccsseeeceesseecceeseeeceaseeecseuseeeseageeessageeessegeeeeseeeessgeeenssaeees Figure 3 Edit Payment Plan Fees Dialog Editing the payment plan schedule 0008 Figure 4 Patient Balances area of the Transactions General Tab ccccccecceeeeeeeeeeeeeeeeneeeees Figure 5 Payment Plan List Right Click Menu OPtions cccccecceeeeeeeeeeeeeseeeeesaeeeeeeaeeeeesaeeees Figure 6 Payment Plan History Dialog ccccecccccseeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeseeeeeeeaeeeessaeeeeeseeeeees Figure 7 Payment Plan Payments DIalog ccccecccceeeeeeeeeeeeeeeseeeeeseeeeseeeeeseueesaueesseeeesseeeesees Figure 8 Payment Plan Treatments Dialog for Applying Treatments to a Plan ccccccseeeees Figure 9 Payment Tab Payments to a Payment Plan 0 ecccccsseeeeeceeeeeeeaeeeeeeeeeeeeesaaeeeesaaaees Axium Payment Plan User Manual November 4 2008 of Introduction This document explains the setup and use of payment plans i
6. e Plan is for option sets the plan behavior Hutstanding Palance Orthodontics F Down Payment S Regular Scheg Figure 2 Plan Types detail The Plan is for option can be set to e Specific Charges This payment plan option is for planned work or a combination of treatments with outstanding balances and work planned for the future Axium Payment Plan User Manual November 4 2008 1of5 e Outstanding Balance This is a payment plan for the current overall outstanding balance on the patient account The treatments are all complete Only one outstanding balance type plan can be created for a patient e Orthodontics The payment plan is for current and future orthodontic work and the patient has insurance coverage for some or all of the treatments Payment Plan Schedules Regular Payment Schedule This option is used if a regular payment schedule is going to be created where the same amount is going to be paid at regular intervals and the user wants axiUm to calculate the payment schedule Using the Regular Payment Schedule option when setting up a payment plan will cause axiUm to generate a payment schedule based on the values of the Plan Total amount and the Regular Schedule group fields Not setting this option means the payment plan is created without a regular schedule of payments and will have to be defined manually This is for patients that are not going to make payments on a regular basis or will
7. he Transactions Amount Ins Amount General tab in the Payment Plan line of the patient balances area 04 30 2007 Down Pmt 123 00 05 01 2007 Regular 73 00 06 01 2007 Regular 73 00 07 01 2007 Regular 73 00 08201 2007 Regular 73 00 10 01 42007 Regular 73 00 11 01 2007 Regular 73 00 12 01 2007 Regular 73 00 01 01 2008 Regular 73 00 10 02 01 42008 Regular 73 00 0 1 2 3 4 5 09 01 2007 Regular 73 00 6 7 8 9 11 03 01 42008 Regular 73 00 12 04 01 2008 Final 74 00 Axium Payment Plan User Manual November 4 2008 2 of 5 0 a 0 A 0 0 i 0 x 0 00 Prot Plan te TE ag TE a TE a 1B ag 1028 Om 1092 00 Insurance 0 00 0 00 0 00 0 00 0 00 0 00 ieee Coole 23705 07 7 OORaere 1092 00 Figure 4 Patient Balances area of the Transactions General Tab Notice that the next payment plan payment is shown in the Next Fee section with the next fee date of May 23 2007 and the next fee amount of seven dollars The total due reflects past payments that were not made In this example there are two payment plans the number per patient is unlimited one with payments of 9 and another with 7 payments Amounts owing are broken down by current and 30 day past due amounts ie st Plan List Right Click Menu Options ap 08 05 2007 n 44 00 08 04 2008 J ot a Buger Tom 08 05 2007 08 0472 2008 View Payment History Print List Figure 5 Payment Plan List Right Click Menu Options
8. n axiUm Payment plans are used in axiUm to create calculate and manage a system for patient payments on account These payments can be for completed work work in progress or treatments planned for the future Setup of a Payment Plan The first step is to open the transactions module and select the Pmt Plan tab A patient has to be already selected in the Rolodex to create a payment plan for that patient Transactions Testing Tom 10676 j TEA ra 5 General Treatment Charges Prt Plan Adjustment Inc Pmt Notes ge er 7 w Payment Plan Guarantor esting Tom 3 Total Chg to Date Plan 1 for Specific Charges Plan Total Total Rec to Date W Regular Payment Schedule Plan Bal Amount Mow Oue Dooce Payment Dae me Type Down Payment achedule Details Down Pmt Date Starting D ate Hodity Payment Pernod Monthly Delete rlase H of Payments Appli Regular Fee Conme Edi eenei Final Fee Eontract Final Date PS Only bill fee if patient visit occured Payment Plan PELL Figure 1 Transactions Module Payment Plan Tab Window Starting a payment plan with the currently selected patient Payment Plan The Guarantor is the person that will be making the payments If Barre Testing Tom p the patient is an adult this will be the selected patient if the Planistor Srece hanes E P patient is a child this will be a parent or guardian C Begular Phepecitic Charges p Th
9. nt plan for the current overall outstanding balance on the patient account The treatments are all complete e Orthodontics The payment plan is for current and future orthodontic work and the patient has insurance coverage for some or all of the treatments Once a payment plan has been created using the New button to clear the dialog and start a new entry and then added using the Add button any of the plan details can be modified and the plan can be deleted until a payment becomes due Be aware that the starting date the date of the first payment defaults to today s date and if saved with this date some details like the down payment amount can not be altered Also the dates and number of payments can not be recalculated and can only then be changed manually through the Edit Schedule button and editing the payments and dates in the Edit Payment Plan Fees dialog Note The starting date can be manually edited as described and once it is changed to a future date the payment plan can be edited as when it was first created Specific Charges Plan A specific charges payment plan is used to pre pay the balance of planned treatments Typically these are treatments that involve considerable up front material and lab costs Outstanding Balance Plan An outstanding balance payment plan is used to pay off past treatments that still have balances owing When these treatments are applied to the plan the patient s curren
10. t outstanding balance is reduced by the amount owing Orthodontics Plan An orthodontics payment plan like a specific charges payment plan applies to specific future treatments An orthodontics payment plan differs from a specific charges payment plan in that this Axium Payment Plan User Manual November 4 2008 4of5 type of plan will also generate insurance claim submissions each time a payment comes due if the patient has insurance for the treatments applied to the plan An orthodontic payment plan allows the option of only billing the patient if a visit has occurred W Only bill fee if patient visit occurred This allows setting up the orthodontic schedule ahead of time and letting the patient start payments only after the first treatment appointment has occurred Applying Treatments to a Plan Payment Plan Treatments Payment Flan Total f1500 00 Amount 4pplied pon Amount Remaining 1500 00 Treatments not on Plan Treatments on Payment Plan Date Prov Stat Code Site Description Total Date Prov Stat Code Site Description Total 08705 2007 lt TOM F Dat Compreh h 15010 Figure 8 Payment Plan Treatments Dialog for Applying Treatments to a Plan Contract The contract button allows the patient to view and get a print out of the payment plan contract and for axiUm to record the patient s signature Making Payments to a Payment Plan m Payment
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