Editing payment agreement notes

One type of financial arrangement you can make with customers is a payment agreement. Payment agreements are set up by account and not by patient. You can create one payment agreement per account.

To edit a payment agreement note

1.   With a patient selected in the Ledger, click File, and then click Billing/Payment Agreement.

The Billing/Payment Agreement Information dialog box appears.

2.   To edit a payment agreement note, click Agreement Notes.

The Payment Agreement Notes window appears.

3.   Click the date of the notes that you want to review and/or edit.

The note's text appears. You can use the toolbar to delete, edit, or copy the note.

4.   Click the corresponding toolbar button to do the following:

·        New Payment Agreement Note – Gains focus after you delete a payment agreement note. Click to create a new note.

·        Delete Payment Agreement Note – A message appears. Click Yes to delete the note.

·        Save Payment Agreement Note –

·        Change Date of Payment Agreement Note – The Change Date dialog box appears. Type a new date and click OK.

·        Copy Payment Agreement Note – Select a payment agreement note by clicking its date, click the button, and then press Ctrl + V to paste the note.

·        Copy All Payment Agreement Notes – Click to copy multiple payment agreement notes. Press Ctrl + V to paste the note.

·        Insert Dateline – Click to insert a date in the payment agreement note text.

·        Check Spelling – Click to check the spelling of the payment agreement note text.

5.   Click OK.

The Payment Agreement Notes window closes.