Enhanced Payment Plans – Configurable Templates, Automated Patient Reminders, Card Expiry Alerts, and Payment Decline Notifications

Enhanced Payment Plans – Configurable Templates, Automated Patient Reminders, Card Expiry Alerts, and Payment Decline Notifications

This release introduces a comprehensive set of enhancements to the Payment Plan workflow, covering practice-level configuration, patient payment plan creation, automated installment reminders, card-expiration notifications, payment-decline alerts, and staff-facing decline reporting.

Billing staff can now configure reusable Payment Plan Templates, apply eligible plans based on patient balances, and manage payment-plan alerts from a centralized settings area. Patients receive automated Email and SMS communications for upcoming installments, expiring cards, and failed payments, while practice staff can receive a consolidated Daily Payment Decline Summary for easier follow-up.