Proposal / Payment Schedules

Run a Payment Schedule to generate the list of scheduled transactions for an active or proposed patient contract. The form includes a list of the transaction amounts and dates as set forth by the contract.

1. Open the Form You can open this feature in multiple ways: Use the method that's most convenient for you.

   Patient Forms Menu - ViewPoint main menu > Patient Forms > Payment Schedule.

   

   Forms Shortcut Menu - Shortcut menu > Forms > Payment Schedule. (Or, press Alt+O on your keyboard to open the Forms options.)

   

   Practice Reports Menu - ViewPoint main menu - Practice Reports > Any Option > Forms > Payment Schedule.

   

2. Use Patient Office Address - (Requires Show Office Header, if available.) Enable this option to use the address of the office assigned to the patient folder on the form. Otherwise, your main office address will be printed. If the Show Office Header option is available for this form, and is disabled, this option is ignored.

3. Manage Record Selections & Output - After selecting the report options, click Ok to continue to your output choices. See "Manage Record Selection & Output" for details.

More Information

Consider Payment Coupons as an Alternative - Run Payment Coupons to generate paper payment slips that correspond to the payment schedule set up in the patient's contract or proposed contract. Each periodic payment slip is numbered sequentially, However, initial fee and retention fee slips are not numbered. See "Payment / Proposal Coupons" for details.

• Forms
  • Set Up Form Email Options
  • Appointment Cards
  • Appointment Card - Quick Option
  • Complete Patient History
  • Financial History
  • Ledger Report
  • Receipt of Payment
  • Proposal / Payment Coupons
  • Proposal / Payment Schedules
  • School / Work Excuse Forms
  • Statements

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