Why is plan cancellation prohibited when there is a scheduled or pending payment?
A plan-account cannot be cancelled if a scheduled or pending exists.
Here are the steps to resolve:
- First you must stop the Pending Payment: Customer Detail page, Change | Stop.
- Second is to confirm all services provided, your records in your practice management system, have been recorded in Care Plans on the Customer Detail page, Available Services with History.
- Third, use Cancel Plan and review the Cancellation Settlement Overview.
Note: the final arbiter of the settlement amount is the practice.
Reference also:
Review the training resource document regarding the Cancel Plan process; Support-tab.