How do I set up Patient Financing?

Practices may use the Patient Financing tool to set up a payment plan for a member enrolled in their membership plan

Please view the video below on how to create a patient financing plan for an existing member:

IMPORTANT:

It is vital that you select CALCULATE after creating an invoice and setting up the payment plan details. This ensures when you hit SAVE that the payment plan is locked in and you can confirm this by the details that develop below the CALCULATE button.