This endpoint is in beta and as such all content below is subject to change.
Overview
Payment plans allow patients to pay for services in installments over time.
This endpoint returns information about payment plans that exist in patients’ health record system profiles. It is important to note that not all practices store information about a patient's payment plan in their health record system. Some practices have agreements with third parties (like CareCredit) who store and manage the plan independently.
Use Cases
This endpoint has limited functionality as it does not include the amortization schedule which is important for understanding the time table of expected payment installments. However, before sending requests to patients to submit payment for their outstanding balance, first check payment plan associated with the responsible party. In the event that the patient or their guarantor does have an active payment plan, the payment request should not be programmatically sent and instead should be flagged for human review.