Ortho & Long-Treatment Payment Plans
Dentospire's payment plans let a dental clinic bill a long orthodontic or implant case as monthly instalments, so a patient paying on schedule stays off the overdue list while a missed instalment still shows up.
The problem in a real clinic
An ortho patient pays every month, but the full case fee sits on the bill, so the software lists them as a defaulter and the front desk calls them about money they do not owe yet. Meanwhile the patient who really has stopped paying hides in the same list.
How it works
- On the Bills page, open Quick Bill for the patient and choose a payment plan instead of a one-time bill.
- Enter the monthly instalment amount and the date the next instalment is due; a plan without both is refused.
- Record each payment the usual way. Every payment moves the next due date on by a month from the date it was due, not from the day it was paid.
- The unpaid and overdue views show the patient only once an instalment is actually overdue.
What you see on screen
- The plan's instalment amount and next due date on the bill.
- An overdue list that holds patients who have missed an instalment, not everyone on a plan.
- The same receipts and balance you already see for one-time bills.
What the patient gets
- Receipts for each instalment, the same as for any other payment.
- No reminder calls about the full case fee while they are paying on time.
Safety and control
- A plan cannot be saved half set up: the instalment amount must be positive and the next due date today or later.
- A late payment does not quietly push the whole schedule back, because the due date advances from when it was due.
- A missed instalment still surfaces in the overdue list; being on a plan never hides a patient who has stopped paying.
Good to know
- Plans run monthly. Fortnightly or irregular schedules are not supported yet, so a fortnightly plan will be chased later than it should.
- Payment plans are created from Quick Bill on the Bills page; the full new-bill form creates one-time bills.
- Collecting and viewing payments follows the same money permissions as the rest of billing.
Frequently asked questions
Can I set up monthly instalments for an orthodontic case in Dentospire?
Yes. From Quick Bill on the Bills page, choose a payment plan, enter the monthly amount and the next due date, and record payments as they come in. Each payment moves the due date on by a month.
Why doesn't a patient on a payment plan show as overdue in Dentospire?
Because a plan counts as unpaid only when its current instalment is overdue. A patient paying on schedule stays off the overdue list, while one who misses an instalment appears on it as soon as that instalment is late.
What happens to a payment plan when the patient pays late?
The next due date moves on by a month from the date that was due, not from the day they paid, so a late payment does not push back every later instalment.
Related
Treatment Plans & Quotations
Build a multi-visit plan, print it as a signed estimate, then turn it into a quotation and a bill.
GST Billing
GST invoices with the CGST/SGST or IGST split worked out, part payments, and print, PDF or WhatsApp share.
Specialist practices
Long treatment arcs, staged payments and imaging that has to stay attached to the case for years.