How to report on payment plans

There are two main report to report on payment plans in the Staff Experience:

1.  Payment Plan Inventory V4 Report

2. Payment Plan Activity V4 Report

Payment Plan Inventory V4 Report: Gives a snapshot of all open payment plans as of today’s date.

Example:

The Payment Plan Inventory V4 report includes the following default fields:

1. Provider (Health facility)
2. Account #
3. Guarantor Name
4. Created (payment plan creation date)
5. Last Updated 
6. User Name (CSR who created the Payment Plan, if applicable)
7. Source (Guarantor (or Patient)/Offline Activation/Back Office)
8. Type (Auto/Manual)
9. Status (Good Standing/Delinquent)
10. Payment Method (eCheck, Credit Card, N/A - for Manual Plans)
11. Monthly Amount
12. Account Balance
13. Original Plan Balance
14. Current Plan Balance
15. Balance Not On Plan
16. Payments Remaining
17. Last Payment date
18. Visits on Plan (Visit #s)

Payment Plan Activity V4 Report: Gives a summary of all payment plan activity during the specified date range. Activity includes plan creations, closures, and status changes. This report also shows payment plan status changes from Good Standing to Delinquent (or vice versa). 

Example:

The Payment Plans Activity V4 report includes the following default fields:

1. Provider (Health facility)
2. Date (date of Payment Plan Log activity)
3. Account #
4. Status (Good Standing/Delinquent/Closed)
5. Type (Auto/Manual)
6. Account Balance
7. Plan Balance Remaining
8. Change Source (System/Back Office/Offline Activation/Guarantor)
9. Change Reason (Created/Status Change/Completed/No Balance Remaining/Defaulted)
10. Payments Remaining
11. Payments Missed
12. Next Payment Date
13. Next Payment Amount
14. Visits on Plan

Tip: Export this report to Excel and filter on the Change Reason = ‘Defaulted’ to get a list of all payment plans that have defaulted.