Send Payment Plan

Created by Ortho PMS, Modified on Sun, 16 Mar, 2025 at 9:30 AM by Ortho PMS

Patient is added to PMS

Schedule Patient Exam, double click on the schedule slot and save the schedule

Go to Patient Summary by clicking on the 3 dots in the scheduled patient appointment
Go to Manage Findings, complete the findings and exam result.

Design the Treatment Plan

Customize the payment plan as needed and Send Payment Plan to FRP

Patient receives the payment plan in email to review, modify and confirm the plan. The content to send via email and text can be customized by the practice as needed.

Patient can click on the link and update their payment plan. The widget will respect the practice parameters set for Down Payment and Monthly Payment

Once patient accepts payment plan, practice should see the patient on the tracker

Practice can schedule bonding appointment to complete the proess