EHR with payment plans and scheduled installment tracking

Digital Patient Chart allows practices to create payment plans that split a treatment balance across scheduled installments. The system tracks which payments have been collected, which are upcoming, and which have been missed. Patients with a card on file can have scheduled payments processed automatically. Missed payments surface for staff follow-up. The payment plan links to the treatment plan, so the financial commitment and the clinical commitment track together in the same system.

Scheduled installments from the treatment balance

Split any balance across weekly, biweekly, or monthly installments. The system calculates the payment amounts and schedules the due dates. Staff create the plan at checkout when the patient commits to treatment.
Automatic collection for cards on file

When a payment is due and the patient has a card on file, the system processes the charge automatically through the practice\u2019s Stripe account. The transaction records in the patient\u2019s billing history without front desk intervention.
Missed payment tracking

When a scheduled payment fails or is not collected, the system flags it. Staff see outstanding installments for follow-up. The patient\u2019s account balance reflects the missed amount.
Payment plan linked to treatment plan

The payment schedule connects to the treatment plan. The practice sees the treatment progress and the payment progress in one view. If a patient pauses treatment, the payment plan status is visible alongside the clinical plan status.

See It In Action

How payment plans work

Payment plan creation at checkout

When a patient commits to a treatment plan, staff create a payment plan that splits the total balance across installments. The number of installments, the amount per payment, and the frequency are configurable. The plan creates at the point of service so the financial commitment is clear before the patient leaves.

Automatic scheduled collection

For patients with a card on file, scheduled payments process automatically on the due date through the practice\u2019s Stripe account. The charge posts, the transaction records in the billing history, and the payment plan balance updates without staff action.

Failed payment handling

When an automatic payment fails due to an expired card, insufficient funds, or a card decline, the system flags the failure. Staff see which patients have outstanding payments and the reason for the failure. The patient\u2019s balance updates to reflect the missed installment.

Manual payment application

When a patient pays an installment by cash, check, or a different card, staff record the payment against the plan. The system adjusts the remaining balance and upcoming installment schedule. All payment methods are supported within the same plan.

Treatment plan and payment plan linked view

The treatment plan shows visits completed and remaining. The payment plan shows installments collected and remaining. Both display in the patient\u2019s record. The practice sees whether the patient is current on both treatment and payment or falling behind on either.

Balance visibility in the portal

Patients see their payment plan status, upcoming installments, and remaining balance through the patient portal. They can make a payment through the portal using their card on file without calling the front desk.

Refund and adjustment support

If a treatment plan changes and the balance needs adjustment, the payment plan updates accordingly. Overpayments can be refunded through the same system. The adjustment records in the billing history with a clear trail.

Onboarding for Payment Plans

Payment plan configuration depends on the practice\u2019s billing policies, installment preferences, and Stripe account setup. Our onboarding team configures payment plan templates, connects automatic collection to the practice\u2019s Stripe account, and trains front desk staff on creating plans at checkout, tracking installments, and handling missed payments so financial workflows run from the first patient commitment.

Frequently Asked Questions

Can this EHR create payment plans for treatment balances?

Digital Patient Chart creates payment plans that split any treatment balance across scheduled installments. Staff configure the number of payments, the amount, and the frequency at checkout. The plan links to the treatment plan in the patient\u2019s record.

Does the system automatically collect scheduled payments?

When a patient has a card on file, scheduled payments process automatically through the practice\u2019s Stripe account on the due date. The transaction records without staff intervention. Failed payments are flagged for follow-up.

Can patients see their payment plan in the portal?

Patients view their plan status, upcoming installments, and remaining balance through the portal. They can make payments using their card on file without calling the front desk.

How does the system handle failed automatic payments?

Failed payments flag in the system with the failure reason: expired card, insufficient funds, or decline. Staff see which patients have outstanding installments and can follow up. The patient\u2019s balance reflects the missed amount.

Does the payment plan connect to the treatment plan?

The payment plan links to the treatment plan in the patient\u2019s record. The practice sees treatment progress and payment progress together. If treatment pauses, the payment plan status is visible alongside the clinical status.

Can installments be paid by cash or check?

Staff record cash, check, or alternate card payments against the plan manually. The system adjusts the remaining balance and upcoming schedule. All payment methods work within the same plan.

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