> ## Documentation Index
> Fetch the complete documentation index at: https://trainings.air.athelas.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting up a Payment Plan

#### Here’s How to Do It

From the [Patient Responsibility](https://insights.athelas.com/v2/patient-responsibility) page, click on the Actions menu and choose Set Up Payment Plan.

<img src="https://mintcdn.com/training_air/zatpS-g90h5ODhGv/images/insights_front_desk/patient_responsibility/setting_up_a_payment_plan/setting_up_a_payment_plan_1.png?fit=max&auto=format&n=zatpS-g90h5ODhGv&q=85&s=e60577521f1d1e1010789f978dc340c6" alt="" width="2456" height="888" data-path="images/insights_front_desk/patient_responsibility/setting_up_a_payment_plan/setting_up_a_payment_plan_1.png" />

In the popup, search for the patient in question.

<img src="https://mintcdn.com/training_air/zatpS-g90h5ODhGv/images/insights_front_desk/patient_responsibility/setting_up_a_payment_plan/setting_up_a_payment_plan_2.png?fit=max&auto=format&n=zatpS-g90h5ODhGv&q=85&s=db21145748af5cd73ddf670cf6b15865" alt="" width="1620" height="1426" data-path="images/insights_front_desk/patient_responsibility/setting_up_a_payment_plan/setting_up_a_payment_plan_2.png" />

Fill in start date and frequency of payments, max amount per charge, and choose a credit card or add a new card.

You’ll also have the opportunity to use outstanding balance and/or to set a fixed amount per payment.

<img src="https://mintcdn.com/training_air/zatpS-g90h5ODhGv/images/insights_front_desk/patient_responsibility/setting_up_a_payment_plan/setting_up_a_payment_plan_3.png?fit=max&auto=format&n=zatpS-g90h5ODhGv&q=85&s=980a5b21a892c59253c250d3c991a2e7" alt="" width="1614" height="1498" data-path="images/insights_front_desk/patient_responsibility/setting_up_a_payment_plan/setting_up_a_payment_plan_3.png" />

Click `Set Up Payment Plan`, and you’re done! You can now see a Payment Plan indicator on the patient’s listing, under their Current Balance.

<img src="https://mintcdn.com/training_air/zatpS-g90h5ODhGv/images/insights_front_desk/patient_responsibility/setting_up_a_payment_plan/setting_up_a_payment_plan_4.png?fit=max&auto=format&n=zatpS-g90h5ODhGv&q=85&s=943cf0fab7802a7acf3f18feef5922b8" alt="" width="2488" height="964" data-path="images/insights_front_desk/patient_responsibility/setting_up_a_payment_plan/setting_up_a_payment_plan_4.png" />
