Non-Delinquent Payment Plan

With the Non-Delinquent Payment Plan function, you can set up a payment plan for an account that does not have a delinquent balance. This function operates in the same manner as the payment plans used for delinquent accounts during the collection process and has been integrated to work within the Patient Collections module.

Prior to using this function, you must create two new collection status codes in the Collection Status Table for Non-Delinquent Payment Plan and Non-Delinquent Payment Plan Failed. Then add those codes to the appropriate fields in the Patient Collections Integration. To process the patient accounts after you have added payment plans, follow the Standard Steps for the Collections Processing Cycle.

When you perform the Populate Collection Roster function, if the account is not delinquent but does have a payment plan, it goes through the same checks as the delinquent payment plans. If the patient does not meet the payment plan obligations, the status moves to the Non-Delinquent Pmt Plan Failed status code set in the Patient Collections Integration, or to the status code set in the individual payment plan on the account, if you selected a different status code. If, in the process, the account actually becomes delinquent, the account will move to the collections process into the initial collection status code.

Upon accessing this function, you must select the account to add the payment plan to. This function will not allow you to select any account that is already delinquent and is currently in the collection process, nor an account that is in a billing group that has the Suppress Collections check box selected. Then the Non-Delinquent Payment Plan screen displays.


Data Field Information

Prompt Response Req Len
Start Date of Plan Enter the date that the payment plan should start or click the calendar icon to select a date.   10
Payment Amount Enter the amount that the patient has agreed to pay. This amount is expected as frequently as the interval set in the Payment Days field. If the patient pays an amount less than this amount, the patient is considered to have failed (defaulted on) the payment plan and the account will move into the status set in the Status for Default field with the next 'populate'.

10
Payment Days Enter the number of day indicating the agreed frequency of the payment. This field is used in conjunction with the Next Payment Date field to determine when the next payment is due. 2
Next Payment Date This date field is automatically calculated based on the Start Date of Plan and Payment Days fields. If the patient does not make a payment by this date, the patient is considered to have failed (defaulted on) the payment plan and the account will move into the status set in the Status for Default field with the next 'populate'.
 
You can override this field if needed. Type the date you want or click the calendar icon to select a date. For example, a patient agrees to pay $10.00 a week starting on the first of the next month; or, a patient informs you that they will be missing a payment; you can type the next agreed-upon date.		   10
Last Payment Date This field is information only and reflects the date of the last payment posted on the account.  

10
Last Payment Amount $ This field is information only and reflects the amount of the last patient payment posted on the account.  

10
Status for Default Select a Collection Status to be assigned to the account in the event that the patient defaults on the payment plan; meaning they miss a payment or pay less than the agreed amount.
 
The default response is held in the Collection Payment Plan Failed field of the Patient Collections Integration screen.
 
Note: If you select a status other than 'Payment Plan Failed', it is treated as a 'payment plan failed' status. Meaning, the 'Days to Remain in Status' and the 'Transfer to Next Status Code' fields for this other status, are ignored and the account remains in the status code specified until you manually change it.		 3
CGM webPAY If the payments for this payment plan will be automatically collected using CGM webPAY, select this check box.   1

Merchant

 Select a Merchant from the list. This is required for CGM webPAY payment plans. 1

Payment Method

 Select a Payment Method from the list. This is required for CGM webPAY payment plans. 10

Card Holder Name

 Type the Card Holder's full name.    

Card Holder Zip Code

 Type the Card Holder's five-digit zip code.