How to Create Orthodontic Payment Plans

This article describes the method recommended by Centaur on creating a payment plan for orthodontic treatment.

 Create Treatment Plan

1. Go to Patient Records > Treatment Plan tab

2. Enter item (e.g. 881 or 831 x 2) with full fee

3. Enter items (e.g. 871) for each visit of Ortho Adjustment with $0.00 fee

4. Order visits for the Treatment Plan so items can be easily allocated when making appointment (optional)
   

Create Payment Plan

1. Go to Itemised Invoices menu > New Invoice Only 

2. Click Yes to message
   
   

3. Create Itemised Invoice box shown
   

   1. Highlight all $0.00 fee items in the background

   2. Tick Show extended attributes

   3. Enter instalment plan (Number, period and occurrence)

   4. Change the $ amount to be paid today (1st visit) in the #1 instalment amount box

   5. Click Create

Complete Treatment and Allocate Payment

1. Go to Treatment tab > Treatment menu > Transfer from Treatment Plans
   
   

   1. Highlight the completed item for current visit

   2. Click OK

2. Go to Receipts tab > Receipts menu > New Receipt
   
   

   1. Enter instalment amount for the visit

   2. Select Payment Type then process payment

   3. Click Create

Print/Email Invoice/Receipt for each visit

1. Go to Treatment tab > Itemised Invoices menu > Preview Invoice
   

   1. Tick Show Invoice details

   2. Highlight only the item for current visit

   3. Highlight the payment for current visit

   4. Click OK
      
      

2. Click Print or E-mail

3.