How to add a patient to an installment plan and generate installment letters?

  • Sherin James
On Demand Webinar Series

1. Go to Charges from the main menu and select Edit Charges.

2. Search and select the Patient and the DOS. Click on the Patient tab and select Installment Plan.

3. Once the Installment screen opens, click on the  button to add a new installment.

4. To generate the installment letter, go to Generate Patient Statement(s) from Report Central and select the installment letter from the list and click on Gen Inst. Letter.