Edit a non-orthodontic payment plan summary

You can edit an active non-orthodontic payment plan summary in order to add or remove procedures or administrative charges to it.

After you edit a payment plan summary, the payment schedules will be out of balance and need to be corrected. To learn more, see Edit a payment schedule.

1. Select  from the summary title bar
2. Choose one or more procedures from the Available Procedures table that you want to add or remove from the plan
   • The summary on the left updates with a comparison of the initial summary amount and potential new summary amount.
   • You can only add procedures that are billed under the same clinic group.
   • To remove a procedure, reduce the patient amount to equal the billed amount for that procedure. If nothing has been billed through the plan yet, reduce the amount to 0.
3. Optional: If you don't want to add the full outstanding balance for a charge to the payment plan, edit the amount value for that charge.
4. Select Save Payment Plan
5. After you make changes to the summary, confirm that the payment schedules cover the new Plan Amount of the payment plan summary
   • For example, if the patient's payment schedule previously totalled $3000.00 but is now $4000.00, you will need to update the number or value of the scheduled charges in order to reach $4000.00.
   • Payment schedules that are out of balance display a ! beside their action buttons.
   • To learn more, see Edit a payment schedule.