You can add or edit payment plan notes from the Ledger of the guarantor with whom the plan is associated or from the Ledger of any of the patients who have that guarantor in common.
To add or edit a payment plan note
How to get there
Use the Patient Search field to access a patient's record.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
From the Patient menu, under General, clicktap Overview. ClickTap the Ledger box.
From the Patient menu, under Financial, clicktap Ledger.
The patient's Ledger page opens.
On the Ledger page of a guarantor who has an active payment plan or a patient with a guarantor who has an active payment plan, do one of the following:
ClickTap the Payment plan button.
From the Payment button menu, clicktap Review payment plan.
The Review Payment Plan dialog box appears.
In the Note field, edit the notes and/or type additional notes.