Patient Payment Plans
Welcome to the Patient Payment Plans tutorial. In this module we will cover the process of setting up and utilizing the payment plan features in GoRev. This feature will allow you to set up a monthly payment within the system that will automatically charge the patient's credit card until the balance is zero.
Note: Creating payment plans requires a OpenEdge account from Global Payments. If your site has not already set up a OpenEdge account you will need to contact Global Payments directly to get the process started. You can do this by phone at 800-774-6462 Option 1 or e-mail at startnow@openedgepay.com.
Note: To set up a payment plan for a patient you will need special permissions in GoRev. If you do not have the Payment Plan option discussed below you will need to reach out to your facility Authorized Delegate to get this access added to your account.
1 : Verifying the Patient Balance
To begin setting up a payment plan within GoRev, you must first verify that the patient account has a patient balance. First, open the Patient Overview window for the account that you wish to create a payment plan on.
Once open, verify that the account has an approved Patient Balance.
In the instance that you do not see a patient balance, please click on the "Financials" button to open the patients detailed financials.
From here, click on the "Statement Approval" tab. Then, click on the "Approve" button to approve the patient balance. This will allow any patient charges to post onto the patients balance.
2 : Creating the Payment Plan
In order to begin the payment plan process, please click on the "Patient Payment" button present in the upper left corner of the patients account overview window. Then, select the "Payment Plan" option from the drop-down menu.
The "Create Payment Plan" window should now be visible on your screen. First, verify that the amount in the "Plan Total" field is correct. Then, enter the amount the patient would like to pay per month in the "Installment" field.
Note: If this screen already has information in the fields and shows a Payment Plan Preview with dates and amounts, then this means the account already has an active payment plan set up. You can still proceed to set up a new one, but it will overwrite the existing plan that was already on the account.
Next, verify that the Plan Status is set to "Bill Normally". If a patient already has an active Payment Plan and would like to pause their monthly payment, you can also select the "Pause Billing" option from here.
The "Payment Schedule" drop down will allow you to select either "Biweekly", "Monthly", or "Weekly" payment intervals. Simply, select the required interval from the list to continue creating your payment plan.
Next, select the "Payment Day" the patient would prefer the installments be taken out on by using the provided drop down menu.
If the patient would like to delay their first payment, you can use the "Begin After" drop down menu to select a specific date. The payment will not be billed to the patient's credit card until the next Payment Day after the selected date.
Now, with all of those options set, the "Payment Plan Preview" box will show you a detailed breakdown of each Payment Date, Payment Amount, and the Remaining Balance after that payment has been applied to the account. In the example below, this patient has elected to pay their $500 balance in monthly $25.00 installments on the 15th day of each month with a begin after date of December 31st, 2023.
To finalize the Payment Plan you will need to choose one of the options under Payment Method. "Swipe or Insert Card" allows you to use the credit card machine provided by Global Payments. "Manually Enter Card Info" will allow you to enter the credit card details. You can also use "Select from Vault" if the patient already has a existing credit card set up from a previous payment or payment plan.
Note: For any issues or errors related to the credit card machine itself you will need to contact Global Payments directly. You can do this by phone at 800-774-6462 Option 1.
3 : Saving the Payment Plan to the patient's account
At this point, we recommend you export the Payment Plan and save it to the patient's account for future reference. You can do so by using the option box next to the Search field at the bottom of the Payment Plan Preview area. To export, select either "Export PDF", "Export XLS", or "Export XLSX".
Next, enter a name for the payment plan file, and click the "Save" button.
Finally, open the patient's Patient Overview window and upload the payment plan file in the File Management area for the payment plan you just saved onto the patient's account.
4 : Utilizing the Patient Payment Plans Report
In addition to payment plans, GoRev possesses a report that you can run which will display every active Payment Plan for the selected facility. This report contains detailed information about each plan and can be accessed from the Clinic modules tab by clicking on the "Reports" button and then navigating to the "Patient" tile.
Once the patient reports window is visible, select the "Patient Payment Plans" option from the available tiles.
Finally, the report should be present on your screen. This report will populate with every active Payment Plan in the selected facility.
Additional Resources
GoRev Support Team
If you have any questions, concerns, or problems regarding this GoRev Tutorial, please contact the GoRev Support Team by submitting an IT Support Ticket, by phone at 1-(317)-794-3900, and/or by email at ask@gorev.com.
Note: Always submit an IT Support Ticket detailing the problem that you are experiencing with this portion of GoRev, if possible, as this will give GoRev Support Agents access to information that will help expedite the resolution of your issue. If you are unsure how to submit an IT Support Ticket in GoRev, please see the IT Support Ticket Creation tutorial for assistance.
