To set up installment for a patient, choose Edit Charge under Charges menu from the left main menu.

Select the patient for which you want to add an installment.

Image 1

Choose the Patient tab in the Charge Master screen (highlighted in Image 1), and click on the button (also highlighted in Image 1) to set up installment for this patient.

Click on the button on the top right to add a new installment plan.

All encounter lines of the selected patient with line status BILL_TO_PT & BILL_TO_GR is displayed under the section Encounter Lines In The Selected Installment Plan.

Select the encounter lines by clicking on the checkbox against the lines (as in Image 2) which is to be added to the new installment plan.

Image 2

After selecting the encounter lines, add the Installment information’s like Start Date, Period of installment, etc. under the Installment Information section; see Image 3;

Image 3

After entering all information click the  button.

The added installment plans are displayed under the Patient Installment Plan History section on the top.

Click on the installment listed under Patient Installment Plan History to view the details of the added installments.

To generate the Installment Letter for patients, Choose Report Central and select Generate Patient Statement(s) Report.

Image 4

Select the Parameters to generate the installment letter as required.

Select the Name of Letter from the box near to Gen. Inst. Letter button which is to be generated for patient, and click on the   (highlighted in Image 4) to generate the letter for the patient; refer to Image 5.

Image 5

Click on the Print icon on the top right of the generated letter to print the letter from there.

To Reprint the letter for the patients, choose the INSTALLMENT STATEMENT SUMMARY REPORT from Report Central.

Image 6

Select the installment statements by entering required parameters like Patient Name, Last Statement Date Range, Installment#, etc.

Select the installment statements which are to be reprinted by clicking on the checkbox against each (as in Image 6).

After selecting the installment statements, select the letter name from the box which is to be generated and click on the Print Letter button to generate the letter for selected statements.