Can I add a new payment plan in Portal?
To add new payment plans, you will need to do this in Dentally.
Once you have payment plans established, you can edit them within Portal.
How do I edit the details of a payment plan?
Once you've opened the plan you want to edit, go to the 'Details' tab. Here you can configure the plan.
'Patients pay a monthly price' - By turning the switch on, you will be prompted to enter the monthly amount you want patients to pay for this plan.
'Require deposits in Online Booking' - By enabling this option, patients will be asked to pay a deposit when they book. If you don't enable this option, deposits you have already configured will not be required by users under this plan (and any other plan with this option disabled).
'Practitioner locking' - This controls whether patients can book with any dentist or only their routine dentist.
How do I add allowances to a payment plan?
Once you've opened the plan you want to edit, go to the 'Allowances' tab.
Here you can choose to include certain treatments in the plan. When enabled, the patient will not be required to make any payment or deposit for the chosen treatment type.
Click the dropdown and tick the items you want to include.
Edit the number of that treatment which can be included within a set window.
Choose the window of time.
How do I add discounts to a payment plan?
Once you've opened the plan you want to edit, go to the 'Discounts' tab.
Here you can choose to add a discount to specific treatments. If enabled, the price of the treatment will be reduced by the percentage chosen when a patient goes to book that treatment.
Click the dropdown and tick the items you want to include.
Edit the amount (in %) that you want the treatment to be reduced by.
