PracticeSuite provides installment facility for patients/guarantors. The installment details screen can be accessed from the Patient Demographics screen; see the highlighted portion in Image 1. It can also be accessed from the Patient tab in the Edit Charges screen.
On clicking the Installment Plan Link, the installment screen as in Image 2 opens up.
The various Installment statuses are described in Table 1.
|New||Presets this status when a new installment plan is added.|
|Active||Changes to this status on generation of the first installment bill/letter.|
|Period Complete||Status selected by the system on generation of the last installment bill/letter. End dates the installment plan on completion of the cycle.|
|Paid||Users can select this status after completion of the installment period. Comments mandatory.|
Users can select this status at any stage of the installment plan. This will end date the installment plan. Previous status should be ‘Active’ to pre-close the plan. Comments mandatory.
Users can select this status at any stage of the installment plan. This will inactivate the installment plan. Previous status should not be Paid or Pre-closure to inactivate the plan. Comments mandatory.
A. Create Installment Plan: To create new installment plan,
A2. Select the required encounter lines for which the installment is being created, from the middle pane.
A3. Provide the Start Date and Period (in months) from the bottom Pane.
A4. Click on Save; The plan is created, is assigned a plan number and is in the NEW status and can be viewed in the top pane.
B. Edit Installment Plan: To edit an existing plan,
B1. Select the installment plan from the top pane.
B2. Only status and Comment box can be edited in the edit mode. Edits have to be made in accordance with Table 1.
B3. After updating the Status and Comments section, click on Update to save the changes.
C. Cancel Installment Plan: For a plan that is no longer needed,
C1. Change the status to Inactive- no further changes can be made to the plan.
C2. Click On Update.