Creating/Editing Payment Plans

In Settings select Treatment & Plans and click the Payment Plans tab to begin creating or editing a payment plan. 

Patient are assigned to a payment plan depending on what kind of plan they are on. The standard ones are NHS or Private but you can also create your own plans if needs be. 

To create a new payment plan select the ‘Create new Payment Plan’ button. A dropdown box will appear where you fill in the required information:

  • Name
  • Colour
  • Exam Duration
  • Scale & Polish Duration
  • Exam + Scale & Polish Duration
  • Emergency

The colour you choose will appear when a patient on that plan books an appointment. 

To edit a plan navigate to the plan you wish to edit and click the ‘Edit’ button. A dropdown box will appear where you can edit the information above.

Last updated on 24th July 2018