What steps are involved in configuring a payment plan in Phreesia?

• A. Only set the plan's color in the UI.
• B. Set up plan terms (frequency, amount, duration).
• C. Collect payment method and obtain patient authorization and ensure compliance; record plan in EHR and Phreesia.
• D. Print a physical copy of the plan and mail it.

Answer: (C)

Configuring a payment plan involves securing the actual workflow you’ll use to bill and track it, not just its appearance. You need to collect a valid payment method so funds can be collected, obtain the patient’s authorization to set up the plan, and ensure compliance with security and billing rules. After those steps are in place, the plan must be recorded in both the EHR and Phreesia so it’s accessible across clinical and billing workflows. Merely changing the UI color doesn’t establish a plan, setting terms alone doesn’t secure authorization or enable execution, and printing or mailing a plan is a manual step outside the software configuration. The essential approach is to capture payment details, confirm consent and compliance, and record the plan in the integrated systems.