Edit an orthodontic payment plan summary

You can edit an active orthodontic payment plan summary in order to change the responsibly split between accounts.

• For example, by transferring responsibility for some of the cost from insurance, to the patient.

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. Edit the New Coverage Amount values to reflect the new responsibility split between parties
   • The summary for each party updates with a comparison of the initial and potential new coverage amounts.
   • The new coverage amounts must add up to the total treatment cost before you can save your changes.
3. Select Save Payment Plan
4. 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.