Skip to main content
Aria Knowledge Central

Master Plan Instance Details


The Master Plan Instance Details screen acts as a dashboard for each plan instance, displaying all relevant information related to the plan in one central location.

Getting Here: Click Accounts > select an account > Plans


Note: The above image was manipulated for presentation purposes.

From this screen you can complete various tasks, including but not limited to:

Note: The fields Full Balance on Parent and Current Balance on Parent apply only to parent accounts in a parent-child relationship with parent-pay responsibility.

  • Was this article helpful?