In CareConnect Billing, pausing and resuming a plan allows you to easily put a hold on a plan temporarily to prevent new invoices from being created. This is helpful when a student is on leave for an extended amount of time and is to be returned to resume services.
Once a plan is paused, recurring invoices will not be generated when the indicated dates are reached. A paused plan can be resumed at any time.
This guide explains how to batch update students' plans and update an individual student's plan status on the Plans page.
1. Plan Statuses:
To view a plan status, you can click on Billing -> visit the Plans page.
There are 4 different statuses for a billing plan:
- Active: An active plan status represents the current plan is running regularly with invoices generated based on its service dates set up
- Paused: A paused plan status represents the current plan being put on hold with invoices not generated temporarily for the upcoming period dates
- Inactive: An inactive plan status represents the plan is not current but has ended. This is an automatic status change by CareConnect for any billing plans with a plan end date in the past.
- Voided: A voided plan status represents the plan is voided and no longer applicable.
2. Pausing Plans:
When students are taking a leave from services, and their billing plans are to be put on hold for a certain extended amount of time, you can pause the plan for those students. When plans are paused, parents will not receive an invoice for the service month indicated in the plan setup. Only when plans are resumed, an invoice will be sent again for the upcoming service month.
To pause plans for multiple students at one time:
i. Select students that you need to change status
ii. Click on Change Status to Pause Plan
iii. Once the status is changed, the Plan Status column will be updated to Paused
To pause a plan for one student:
i. Locate the billing plan you wish to pause, click on Action
ii. Select Pause Plan -> the Plan status column will be updated to Paused
3. Resuming Plans:
When students are coming back from leave, you may repeat a similar step as above to locate the student's plan and select to resume it to have the invoice generated for the upcoming service period.