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:
How to Set Up Treatment Plan Payment Installment Options
Click on the Settings gear icon in the upper right hand corner
Select the Practice Setup tab, then click on Treatment Plans
Click the Add New Payment Option button
You will be provided with 4 options
Paid in Total
Installments
Split Payment
External Financing
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
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
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 must have at least one payment option created in your settings. If you do not have a payment option, you will receive the "The Patient Cost must be an Integer" error.