Installment Payments

Installment payments help the front desk agree a payment schedule without losing sight of the full treatment fee. Instead of keeping the plan in a notebook or spreadsheet, record the expected installments inside the patient payment workflow so the team can see what was paid, what is still open, and which date needs follow-up.

Before you start

• Open the patient record and check that the treatment plan or payment amount is correct.
• Confirm the installment dates and amounts with the patient.
• Use the same payment naming convention your clinic already follows for cash, card, bank transfer, or other payment types.

How to record an installment payment

1. Open the patient profile and go to the Payments tab.
2. Choose Add Payment when an installment is collected.
3. Select the relevant doctor, payment type, date, and amount.
4. Add a short note such as Installment 1 of 4 or the agreed due date if your team uses notes for follow-up.
5. Save the payment and review the remaining balance on the patient wall.

How to keep the plan easy to follow

Use the patient wall and payment history together. The wall gives the team a quick view during daily work; the payment history helps finance or management review what happened later. If an amount or date was entered incorrectly, update the payment record instead of creating a second unofficial list.

Clinic workflow tip

For larger treatment plans, agree who owns the follow-up before the patient leaves the clinic. When the banko team, treatment coordinator, and doctor use the same Medicasimple record, payment conversations are easier to continue without asking the patient to repeat the agreement.