Supported integrations
For now, payment plans are only supported for Dentrix, Dentrix Enterprise, Eaglesoft, and Open Dental.
Overview
Payment plans allow practices to break a patient’s balance into scheduled payments over time. These plans help patients manage large bills by spreading payments across multiple months. Payment plan data includes details like the total balance, scheduled payment amounts, due dates, and status (active, completed, or defaulted).
Not all practices store payment plan details in their health record system. Some use third-party services like CareCredit to manage these plans independently. If a practice uses an external provider, payment plan data may not be available through this endpoint.
Limited information
Today this endpoint doesn't expose the full payment schedule (such as the installment amounts and expected payment dates). It only tells you the first payment due date and whether the plan is still active.
Review payment plans before sending balance requests
Before requesting payments, check if the patient started a payment plan in the past 18 months. If they did, we recommend avoiding automatic payment requests and manually reviewing them first.
Example use cases
- Use payment plan information to ensure patient payment requests are accurate.
Payment plans response
{
"code": false,
"description": "Description",
"error": "Error",
"data": {
"id": 113,
"patient_id": 115,
"guarantor_id": 115,
"first_payment_due_date": "2020-06-05",
"created_date": "2020-06-05",
"active": true,
"patient": {
...
},
"guarantor": {
...
}
},
"count": 2
}