📝 Please note: In some regions, payment plans are referred to as fee schedules. In our Help Centre, 'Payment plan' can be used interchangeably with 'Fee schedule'.
How do I create and edit a payment plan/fee schedule?
Having patients on the correct payment plan/fee schedule not only dictates the default pricing used when producing a treatment plan, but helps when reporting on your patient numbers, recalls etc.
💡 Top tip: You need to have Level 4 (Administrator) permissions to create a payment plan/fee schedule.
To create and manage payment plans/fee schedules (terms used interchangeably throughout this article):
Go to your settings and select 'Treatments & Plans'.
Open the 'Payment Plans' or 'Fee Schedules' tab.
From here you can manage your existing payment plans. Click the edit icon to make changes to an existing plan, or to make it inactive.
To make a new plan, click '+ New'.
Complete the fields as needed. Some information on these fields:
'Colour' will apply if you use colour-coding in the calendar.
'Account code' will only appear if you have a Xero integration.
It is important to set up recall details for the payment plan, to ensure your recalls work correctly.
Click 'Save' to confirm.
