Our Schedule Partial Payments feature allows practices to work directly with patients to split their invoices into smaller, more manageable installments. This reduces the burden of large payments, improves flexibility, and streamlines the billing process for both patients and your practice. See demo video here.
Scheduling a Partial Payment
Access the patient's invoice: Open the invoice within the patient record
Open the Schedule Payments option: Click ‘Other’ than ‘Schedule Payments’
Create payment installments:
Click on "Add Another Payment" to input the desired amount and due date for the first installment.
The remaining amount due will be automatically calculated in the “TOTAL” line below
Repeat this process for additional installments as needed.
Specify the payment source for each installment if applicable.
Review and submit: Verify the payment schedule details and click "Schedule Payments" to confirm.
Processing a Partial Payment on an Invoice with Scheduled Payments
Access the patient's invoice: Locate the patient's invoice within their record.
Initiate payment processing: Look for a ‘Process Payment’ option on the invoice.
Enter payment amount: Input the amount you wish to process as a partial payment.
Confirm payment: Review the payment details and confirm the transaction.
The scheduled payment amounts will update automatically in recognition of the new payment. Starting from the payments scheduled furthest out, Hint will decrease the scheduled payments by the average amount until the amount scheduled is equal to the invoice amount.
Editing a Payment Schedule
Access the patient's invoice: Locate the patient's invoice within their record.
Locate the payment schedule: Find the existing payment schedule on the invoice under ‘Payments’
Modify payment details: Select “Edit Scheduled Payments” in the upper-right hand side. Delete or edit the desired installment by changing the amount, due date, or payment source.
Save changes: Confirm the updated payment schedule.
Important to Note:
Transaction Fees
Please be aware that standard transaction fees will apply to each individual payment within your partial payment plan. For example, if you split a $100 charge into three credit card payments, you will incur three separate credit card transaction fees. Review your transaction fees within your Hint account at Admin>Account>Billing.
Feature Tiers
This feature is available to Growth + accounts and legacy customers
Only Hint Users Can Schedule Partial Payments
Patients cannot schedule partial payments on an invoice themselves.