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Q: Enrollment FAQs

How do I apply enrollment fees?What is the external enrollment link and how do I use it?How to save a Partial Enrollment?How do I postdate a perio plan?

Q: Billing/Refund FAQs

Is it possible to accept cash and check payments?What do I do when there is a failed transaction?How do I refund a payment?How do I Update Account Billing Information?How do I print a receipt for a member?NEW How to I sent a link for a member to update their credit card?

Q: Re-activating/Inactivating Members FAQs

How do I inactivate a member?How do I reactivate an account or re-enroll a member?NEW Why is an account/member still active when they were inactivated?

Q: Client Account & Reports

What are the Client Reports & how do I run them?NEW How do I update the billing/payment method for my account on Plan Forward?

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Here are some questions
we hear a lot.

Enrollment FAQs

How do I apply enrollment fees?

What is the external enrollment link and how do I use it?

How to save a Partial Enrollment?

How do I postdate a perio plan?

Billing/Refund FAQs

Is it possible to accept cash and check payments?

What do I do when there is a failed transaction?

How do I refund a payment?

How do I Update Account Billing Information?

How do I print a receipt for a member?

NEW How to I sent a link for a member to update their credit card?

Re-activating/Inactivating Members FAQs

How do I inactivate a member?

How do I reactivate an account or re-enroll a member?

NEW Why is an account/member still active when they were inactivated?

Member Accounts & Reports

How do I upload a signed member agreement into a patient’s file?

How do I Handle Members without Signed Agreements?

How do I update an account/responsible party?

How do I reprint an EOY statement for an account holder?

Client Account & Reports

What are the Client Reports & how do I run them?

NEW How do I update the billing/payment method for my account on Plan Forward?

Have another question?

We have lots of
Additional Materials

Current clients often come to us with additional questions once they’ve come on board. So we’ve created this page with all sorts of videos and brochures to help you with the set up process. If you need any additional help, please don’t hesitate to reach out!