Adding or editing notes for payment plans

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 with that guarantor.

To add or edit a payment plan note

1. Open the Ledger page of a guarantor with an active payment plan or a patient with a guarantor with an active payment plan and clicktap Payment Plan.

   

   Tip: You can also clicktap the Payment button menu and select Review payment plan to access payment plan notes.

   The Review Payment Plan window displays.

   

2. In the Note field, edit the notes and/or enter additional notes.

3. ClickTap Update.