Payment Plan

What is Payment Plan?

The payment plan is a feature for clinics with zHealth Pay that allows offices to automatically charge the patient’s credit card on file using a recurring billing method set at the patient's credit level within their chart (think recurring credits). In zHealth, a new field labelled "Payment Plan" has been added just below the patient's name in their file. This field displays the total amount received through the payment plan that is still available (i.e., not yet used).

How to add a Payment Plan to the patient's file?

1. Open the patient's file for whom you want to add a payment plan.

2. Click the amount shown next to the "Credit" option to open a modal window with three tabs: One-Time Credit: This tab displays the existing "Credit," now renamed as "One-Time Credit". Payment Plan: Here, you can view the current payment plan assigned to the patient or assign a new one. Inactive Payment: This tab lists any inactive payment plans, if applicable. Note: The "Payment Plan" feature might not be enabled in your system. To activate it, you must have zHealth Pay. Please contact our support team at support@zhealthehr.com if interested

3. To add a Payment Plan, click the "Add Payment Type" button located in the top-right corner of the modal screen. As a first step, the system will prompt you to select a "Payment Plan" from the dropdown list. Or, you can create a new "Payment Plan" directly from that screen, or navigate to Update Info > Payment Plan to create, edit, and manage your master list of payment plans. Based on the selected payment plan option, the system will display the corresponding fee according to the chosen schedule: weekly, monthly, or custom. If a monthly plan is selected, the system will prompt you to choose the specific day of the month for automatic recurring patient billing. If a weekly plan is selected, you'll be asked to select the day of the week for the system to auto-charge the patient. After selecting the payment schedule weekly, monthly, or custom choose the payment start date and end date. In the final step, select an existing credit card from the patient's file or add a new one for the system to auto-charge according to the chosen payment schedule and apply it by clicking the "Save & Finalize" button. Note: A patient can have only one active Payment Plan at a time, and if you do not want to auto-charge the patient, then you can also select the "Do not charge any credit card on the file" option.

4. To deactivate a Payment Plan, navigate to the Payment Plan tab, click the "Edit Payment Plan" button, and set the Active field to "No". Once a Payment Plan is deactivated, it will be moved to the "Inactive Payment Plans" tab. Note: Once a payment plan is deactivated, it cannot be reactivated. However, any available credit from the inactive plan can still be used.

How to apply payment plan credit to a patient's invoice or visit?

Payment Plan credit functions like "One-Time Credit". You can apply it directly to a patient's invoice via the "Payment Type" dropdown, batch apply it to multiple invoices, transfer it to another patient, or use it for family members' invoices.

To apply a payment plan credit to an invoice, enter the desired amount (within the available balance), click the Payment Type field, and select the appropriate payment plan credit to apply it to the invoice. Typically, a Payment Plan is displayed in the following format: PAYMENT PLAN – [PLAN NAME (Available $Amount)].

To batch apply the payment plan credit to multiple invoices, go to the Active Payment Plan tab and click the balance icon to batch appy the payment plan credit amount to the patient invoices

Please note the following:

1. Customers will need zHealth Pay for this feature to be utilized
   
2. Only 1 payment plan is allowed at a time
   
3. You can edit a payment plan, but once a patient's payment plan is deactivated, you'll not be able to reactivate it and will need to create a new one.
   

To enable the Payment Plan feature for your clinic or if you have any questions, please contact our customer support at support@zhealthehr.com

What's the difference between Membership and Payment Plan?

There isn't a major difference between a Membership and a Payment Plan. It really depends on how you choose to use and track each feature.

We have outlined the basic differences below to help you understand the general concept, but keep in mind these aren't strict rules. The way you use them can vary based on your clinic's workflow and preferences. This is just to give you a general idea.

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