Instalments

Create a plan

1. 1

   Open More and then Instalments.

2. 2

   Press New installment plan.

3. 3

   Choose the patient. Write the total amount, the currency, the number of instalments, the days between them and the first due date. The form shows the amount of each instalment.

4. 4

   Press Save plan.

Record each payment

1. 1

   Open the plan. The schedule lists each instalment with its due date and status.

2. 2

   When a payment arrives press Record this instalment as paid on that line and confirm.

• A daily job marks late instalments Overdue. The plan shows how many are overdue.
• The patient sees the instalments in the portal and can report a transfer. You confirm it under Patient payments.