Proposal / Payment Schedules

Run a Payment Schedule or Proposal Schedule to generate the list of scheduled transactions for an active or proposed patient contract. The form includes a list of the transaction amounts and dates as set forth by the contract. In addition, the Proposal Schedule includes the Note for Financial Party that is included in the contract proposal.

 

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How to Get Here

• Homeor Patient ribbon bar > Forms > Proposal Schedule (for a proposed contract) or Payment Schedule (for an active contract). (The first time you initiate this form from the Tasks ribbon, you will set your Quick Report settings. From then on, the form is loaded with those settings automatically.)

   

  

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• You can also generate proposal and payment schedules from the Reporting section of the Home ribbon bar. (See "Run Reports" for details.)

Run This Form

Select the options to use for choosing records and generating this report or form. Choose carefully, as your selections will affect which patients are included in the report.

 

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• Contract - Search for the contract or proposed contract to work with.

• Use patient office address - Enable this option to use the address of the office assigned to the patient folder on the form. Otherwise, your main office address will be printed. If the Show Office Header option is available for this form, and is disabled, this option is ignored.

• (Not available for Proposal Schedule.) Use letterhead mode - Enable this option to omit your office name and address from the printout. Otherwise, it will be printed in the upper-left corner.

• Subgroup - Select the subgroup to use when generating this report or form. Only records that fit your selected subgroup as well as all other report parameters will be included. See "Set Up & Manage Subgroups" for details. To include all records that fit the other report criteria, select None. The report will display the name of your selected subgroup just under the report name, so you know which criteria was used to generate the results.

• View Results - If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the Print Only option enabled will not show your results on the screen at all, but prompt you for the printer to use.

Finish

Manage Options and Output - With the results on your screen, you can choose different report settings from the left side of the screen and click View again to obtain different results. In addition, you can manage the output with the toolbar at the top of the report window. See "Navigate, Print, & Export Report Results" for details. In addition, reports can either be printed, or exported as an image or PDF file.

Notice!

• Consider payment coupons as an alternative - Run Payment Coupons or Proposal Coupons to generate paper payment slips that correspond to the payment schedule set up in the patient's contract or proposed contract. Each periodic payment slip is numbered sequentially, However, initial fee and retention fee slips are not numbered. See "Payment / Proposal Coupons" for details.

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