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Engagement: Adding Treatment Plan Payment Options
Engagement: Adding Treatment Plan Payment Options

Learn more about how to set up treatment cost installment options in Engagement [Modento]

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

Looking for ways to offer flexible payment options for your patients? In Engagement, you can set up treatment installment options that are customizable to your practice and the treatment being offered. These options ensure that patients can choose the installment option that work within their budget, as well as understand the price breakdown. This will increase the likelihood that they accept the treatment and gives you control over what you accept for patient payment.

Watch this short video to learn more about Treatment Plan Payment Options:

A tip for Engagement Payments users

Did you know that sending a treatment plan with payment installment options will automatically create a payment plan? Click here to learn more about what it looks like to send and receive a treatment plan with payment options.

How to Set Up Treatment Plan Payment Installment Options

If you are unable to access this feature or make changes, you have not been granted permission in your user profile. Contact an admin team member in your practice to enable access or work with them to complete the steps outlined in the instructions below. Click here to learn how to update user permissions.

  1. Click on the Settings gear icon in the upper right hand corner

  2. Select the Practice Setup tab, then click on Treatment Plans

  3. Click the Add New Payment Option button

  4. You will be provided with 4 options

    1. Paid in Total

    2. Installments

    3. Split Payment

    4. External Financing

    5. External Financing allows you to include a URL to the financing site that the patient can register for. For example Care Credit can be added here if you accept this in your office

  5. As you add Payment Options they will appear in a list view in the Treatment Plans Tab. You can edit or delete payment options by selecting the three dot menu

  6. Once you have built out the Payment Options you would like to provide, you can start preparing treatment plans and increasing your case acceptance!

Important note: In order to send an Engagement Treatment Plan, you should have at least one payment option created in your settings. If you do not have a payment option, you may receive the "The Patient Cost must be an Integer" error.

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