Manage Payment Plans

With the Manage Payment Plans function you can view every patient that has a payment plan in a sortable list. You can click anywhere in payment plan row to edit or delete it.

You can filter the payment plan listing by clicking the Add/Edit Filter Action Column button and remove any previously applied filter by clicking the Remove Filter Action Column button.

You can print a report of every payment plan using the Print Action Column button. If your practice has a current subscription to CGM webPAY, a column indicating whether the payment plan is a CGM webPAY payment plan or not is included. The report will print in the same order as the listing displayed on the screen and can also be printed to Excel via MyReports.