Payment Plan

Hi ​@Fozzy 👋

Thanks for the suggestion! Can you clarify what you mean exactly with the “banner”? This way I can chat with our product design team and bring them to this conversation to get their point of view.

In the meantime, you can use the diary to colour every appointment block by plan or fee schedule. Click the little paint-brush at the top of the calendar, tick “Payment plan / fee schedule” and the appointment tiles will inherit whatever colour you have given that plan  .

Second thing you can try is the hover card that pops up when you rest your mouse on a patient’s name as shows the same coloured pill. 

The colour itself is set in Settings → Treatments & Plans → Payment Plans. 

Hope this helps! 

By banner I mean either the beige strip where all the headings (details, medical and pts name and date of birth) or the blue strip at the stop where it says dentally

Thanks for clarifying ​@Fozzy! 

Right now we rely on the little coloured payment-plan badges next to the balance; can you tell me a bit more about why that’s not enough? For example:

• Are the badges hard to spot or read?

• Would seeing the colour in another location (e.g. behind the patient-details strip) help you at a glance?

Changing the top “Dentally” blue header isn’t something we can do as it’s tied to our brand guidelines, so instead I’ll ask the design team to explore options like colouring the details strip or another UI change.

I’ve looped in one of our designers to make sure that our product team is also aware 😊

Let me know any other thoughts in the meantime!