If you've already set up general payment plans and treatment options, you're ready to start finding the best options for your patients!

You can run a search for a patient using my Advanced patient search tool - click on the three dots to the right of a patient's name for your options (click Case Present):

(click photos to enlarge)

Alternatively, search for a patient in the search bar, and when you click their name I'll open their Details page - click Create New under the Payment Option Slider:

Clicking "Create New" or "Case Present" will open a window showing you any treatment and payment options that you've created:

Select at least one Treatment and one Payment option, but you can select any combination to show them all of their options.

If you'd like to edit the default settings for an individual (ex: give them an additional discount or add on, or change the minimum down payment, etc), click a gear icon:

This will open the settings, and when you save the changes will only be applied to that patient.

Next, you can either email the payment calculator to the patient to review and select at home, or you can launch it on the device in your office and go through it with them.

From here, you can either launch the payment calculator on a device in the office, or email a link to the calculator to the patient to open at home.

Launch: To go over a patient's options with them in the office, click "Launch":

This will open the payment calculator:

Treatments: click the drop-down list by the patient's name to switch between treatment types (if you selected more than 1)

Monthly payment: You can adjust the number of Months and Amount Financed sliders until they find a monthly payment (in blue, at the top) that they agree to.

Click Select (blue button) once you've made adjustments to confirm their choice!

If you don't launch the calculator in the office, you can send an email instead:

Here's what that email will look like for you:

You will need to select a team member to send it from - when you do, I will populate the bottom field with their info).

Type the correct email address that the patient want's you to send it to.

If you need to attach any files, you can by clicking the red file icon under the team member's info.

Click Send, and the patient will get an email that looks like this:

When they click the blue button, it will launch the payment calculator:

At this point, whether they're in the office or at home, tell them "slide this stuff around, and let me know what monthly payment works for you!"

And they will 😄