Self Pay Payment Arrangement - PM

Set up a payment arrangement for a client. This allows you to work out a payment plan (monthly payment commitment and expected timeframe) with the client if the intent is to get all services fees paid over time.

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• A payment arrangement allows for liability to stay on the self pay account.
• Each statement will identity the necessary monthly fee based on the currently filed arrangement.

1. In the Select Client screen, enter the client name or ID, and select.
2. In the Guarantor field, enter the guarantor name or ID, and select.
3. In the Episode Number field, select the episode number that the client's payment arrangement applies to.
   If no individual episode is selected, the payment arrangement will apply to all episodes.
4. In the Effective Date Of Payment Arrangement field, enter the date.
5. In the Expiration Date Of Payment Arrangement field, enter the date by which the full balance will be expected.
   If no expiration date is defined, then the balance due will continue as ongoing.
6. In the Minimum Payment Amount field, enter the minimum amount to be paid by the client for this arrangement. Payment arrangements must be made in multiples of 30 day increments.
7. Click Print to view a Self Pay Payment Arrangement report.
8. Click Submit.

When a payment arrangement is identified, each statement generated will show the total number of charges, but for amount due, it will show $25.00 (using above as the
example).

• If a client makes a $25.00 payment, next month, the balance due will be $25.00.
• If a client makes a $10.00 payment, since they agreed to $25.00, next month the balance due will be $35.00 ($15.00 outstanding + $25.00 monthly agreed to amount).
• If a client makes no payment, the next statement will show a balance due of $50.00