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. Payment Schedules may be printed, exported, emailed, or captured directly to the patient's correspondence history. Proposal Schedules can only be printed or exported.

Get Started

Choose Default Formats - Use the Default Forms section of your Reports and Forms editor to select the default format to use for your forms. This is the format that will be used when you run the form from the Forms option of the Home or Patient ribbon bar. If you have purchased customized forms, you may choose your form as the default. See "Set Up Reports and Forms" for details.

Assign Email Merge Document - If you will be emailing this form to your patients and parents, you must use your Reports and Forms editor to assign the mail merge document to use as the text of your email message. See "Set Up Reports and Forms" for details. This option is available only for Payment Schedules: Proposal Schedules cannot be emailed.

Run This Form

1. Open the Form - You can open this feature in multiple ways: Use the method that's most convenient for you.

   Patient Ribbon Bar - Patient section > Forms > Payment Schedule or Proposal Schedule. (An Edge Cloud patient folder must be open for the Patient ribbon bar to be available.) If the patient has multiple contracts, you will need to select the contract to print for.

   

   Home Ribbon Bar - Tasks section > Forms > Payment Schedule or Proposal Schedule.

   

   Home Ribbon Bar - Reporting section > Reporting > Form > Payment Schedule or Proposal Schedule > Run. (You can also use the Search field to find the report you want to work with.) You might also be able to run this report from your Recent Reports or Quick Reports list. See "Run Reports" for details.

   

2. Report Settings - Select the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which data is included in the report. (If the report settings panel is not visible, click the Show/Hide icon in the upper left corner of the Reporting window.)

   When you open a patient folder, then initiate this form from the Patient ribbon bar Forms icon, your Quick Reports settings take effect, and the form is immediately generated for the active patient. To use different settings, click the Slider icon at the upper left edge of the report to open the report settings window, if available, or edit the Quick Report settings. See "Quick Reports" for details.

   Contract - If you did not open the report with a patient active, use the Contract field to select the patient contract to work with. If you select a subgroup, as described below, this field is ignored.

   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.

   (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.

3. 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 "Subgroup Editor" 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.

4. 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 continue with the printing options.

5. 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 "Use Report Results" for details.

More Information

Consider Payment Coupons as an Alternative - Run Payment Coupons or Proposal Coupons to generate 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. Payment Coupons may be printed, exported, emailed, or captured directly to the patient's correspondence history. Proposal coupons can only be printed or exported. See "Payment / Proposal Coupons" for details.

Correspondence History Entry - After you generate this form, it is recorded in the patient’s correspondence history.

Emailed Payment Schedules - When you email a form, the name of the assigned mail merge document will be the email subject, the text of the mail merge document will be the email message, and the form will be sent as a PDF attachment. In addition, the mail merge document and the form will be entered as separate items in the patient's correspondence history. See "Set Up Reports and Forms" for details about setting up this option. (This option is available only for Payment Schedules; Proposal Schedules cannot be emailed.