Video instructions and help with filling out and completing How Form 2220 Revenue

Instructions and Help about How Form 2220 Revenue

Today we would like to give you a brief look at cycle nets new patient financing solution healthy plan which is free to all cycle users cycle nets patient financing tool gives users the unique ability to pre-screen their patients and complete a financing transaction within seconds without ever having to leave cycle a pre-screen will only be triggered for appointment types you have checked as a sales opportunity under appointment types in the admin section once a new sales opportunity appointment has been scheduled a pre-screen will be triggered automatically letting you know how much your patient has been approved for before they even walk through the door a pre-screen will never affect your patients credit and only takes a person's name and address to complete once a patient has been pre-screened you can see how much they have been approved for in the appointment notes the patient summary and the purchase summary simply click the present offer button print disclosures and click the accept offer button an online form will pop up that is already populated with that patient's information add the last four digits of their social security number and click apply to submit the application providing your patient with a financing option that allows them to buy the hearing aid they need not just the one they can afford once your patient is approved for a healthy plan credit account their available credit balance will appear at the top of the purchase summary simply select healthy plan from the payment type drop-down menu and choose the plan that best suits their needs once you return to the purchase summary hit save and your transaction is complete if a patient cannot be pre-screened for any reason and apply now button will appear instead of their pre-approved amount clicking the apply Now button will bring up an online form you can fill out and submit electronically to approve your patient for credit instantly enrolling in our new patient financing program is easy and free for any hearing care professional using cycle just navigate to any patient summary in your system and click the patient finance button at the top of the page to access the online enrollment form if you have any additional questions please feel free to contact cycle sales and support we would love to hear from you