Payment Plan Bugs

[tmv2]

Hi,

I'm running v7.5.33

1) In the Payment Plan window, the Provider is not sticky. Once the provider is selected, reopening the Payment Plan window for the same plan will cause it to be unselected.

2) I'm not sure why after setting up the payment plans for patients and then doing payments for them, the "Attached to Payment Plan" checkbox in the Payment window is enabled for some patients but not others, meaning I can't attach the payment to the plan.

[jordansparks]

1. Is the provider hidden?
2. Who is the guarantor for the plans you are having problems with? I think that checkbox depends on the currently selected patient being the guarantor. Maybe switch to the guarantor before trying to enter a payment?

[tmv2]

1. None of the providers are hidden. It doesn't matter what provider I set, it forces me to pick a provider again before any changes can be made.

2. You are right. The guarantor of the family has to be selected as the current patient for the payment to be attached to the payment plan.

thanks.

[jsalmon]

That provider bug was fixed in v7.6.22 and later. [When open a payment plan, the provider and clinic fields are cleared. Set them, click OK, then go back in to the payment plan they have disappeared again.]

[jordansparks]

If you feel strongly about staying on 7.5, we can backport the fix for you.