We understand that treatment needs can change even after a payment plan has been activated. That’s why we empower providers to effortlessly adjust payment plans and automatically generate addendums through the Provider Portal.
This feature is currently in BETA and isn’t available to all providers. Stay tuned for a future announcement.
How to Process an Increase
Increases can only be requested up to the max finance amount allowed for that customer. Increases can be requested up to 30 days after loan activation on a accounts not in a past due status.
- Log in to the Provider Portal
- Locate the active payment plan that requires adjustment
- Select the HFD ID
- If more funds are available to request, the Request More Funds option will be visible on the right
- Once selected, a modal will appear, where the amount available to add is displayed, along with the original/current plan
- Enter the amount that is needed for the increase in treatment cost
The additional down payment indicated will need to be collected in office.
- There, you can review the updates to the payment plan for the requested increase
- Next, click Send Link via Email . This will trigger an email for an addendum to be signed by the patient /client
The payment plan increase will not be valid until the patient/client e-signs the addendum.
- A note is added to the payment plan timeline indicating a request has been received
- The patient/client will receive an email to sign their updated addendum. There they can review the details of the plan changes.
- Once the addendum is signed an additional note is added indicating that the signatures have been received
Canceling an Increase Request
- If an increase request addendum has not been signed by the patient/client, simply click, Cancel Increase Request in the payment plan summary
Resending Email for Signature
- To resend an email to a patient/client, click Resend Increase Email
- No, popup will appear confirming email is sent
