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Setting Up Pay Plans for Individual Health Policies

End users can use the Pay Plans view tab to set up pay plans for individual health insurance policies and to add details about payment methods and due dates.

To set up a pay plan for an individual health policy

1. Navigate to the Individual Health Policies screen.
2. In the Individual Health Policies list, select a policy, and click the Pay Plans view tab.
3. In the Pay Plan list, add a record and complete the necessary fields.
4. Scroll down to the Payment Details form and update the statement information.
   1. In the Last Name field, click the select button.
   2. In the Pick Contact dialog box, select a name and click OK.