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Office Management: What if the patient stops care and we prorate the account and confirm they owe money? How do we collect it?

Care Plan Calculator® System (Forecasting Care)

Office Management: What if the patient stops care and we prorate the account and confirm they owe money? How do we collect it?

Last updated on 12 Sept, 2025

The patient's care plan includes a designated spot within the terms of agreement where they sign, authorizing the automatic debit of their credit card or bank account for the balance due, should they stop care early.

To collect the balance due, use the [Virtual Terminal] to process a one-time payment.

THIS ARTICLE will instruct you on where to go to print a plan. On each care plan, there is a Terms of Agreement section.
You may also review the Terms of Agreement in Step 10 of the CPC Settings

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