How to:Add an In-House

Payment Plan

Login to your portal at www.carecap.com

To create a payment plan, start by clicking ‘Add New Account’

From the drop down menu, choose ‘Complete In-House’

From the drop down menu, choose ‘Complete In-House’

Enter the basic information for the person or business responsible for payment

Click Continue

Enter the remaining responsible party information

Click Submit to complete account creation

A CareCap customer account has been created and the login information has been emailed to the account holder.

To add a payment plan to the account, click ‘Available Actions’ and then select ‘Add Contract or Invoice’ from the drop-down menu

Select Payment Plan from the list of contract types

Enter the maximum term allowed and the contract start date (typically the day of service)

For a seamless transaction, CareCap can bill down payments as needed

Enter the name, price and number of items/ services

Click Add to List

Confirm that the payment plan details are correct and then click Continue

Choose First Payment Date

Choose the length of the payment plan. The payment options include CareCap’s 1% monthly management fee

Click Continue

Choose a Primary Payment Method

Enter payment information and click Continue

You can enter a Backup Payment Method. This will only be used if CareCap is unable to collect payment from the Primary Payment Method

Enter payment information and click Continue

The Payment Plan has been added successfully. The customer can view the details of their payment plan, make additional payments or update their payment methods all from their customer portal.