Is this a Wellness Care Plan or Template? If so, please take note of the following details.

By default, a Wellness Plan or Template does not include Option 2 [Initial + Recurring] payments.

You may wonder why Option 2 is excluded from Wellness Plans. Since wellness care is ongoing, it is more convenient for patients to have recurring payments without needing to make a new down payment each time the plan renews.

Is this for a Corrective Plan with less than two months of payments? If so, please consider the following information.

Corrective Plans with two months or less of scheduled payments will offer the following options:

  • For 1 month of payment: Only Recurring Option 1 is available. With monthly payments and only one payment month, this option is the best fit. If payment defaults are changed to Weekly or Bi-Weekly, all 3 payment options, including Initial & Recurring Option 2, will be available.
  • For 2 months of payment: Only Recurring Option and Prepayment Option 3 are available. Limiting the plan to 2 months removes Option 2, as Recurring payments would split the total in half, and Option 3 allows for full prepayment. If payment defaults are changed to Weekly or Bi-Weekly, all 3 options will be available, including Initial & Recurring Option 2.