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 who have that guarantor in common.

To add or edit a payment plan note

1. Open the Ledger page of one of the following people:

   • A guarantor who has an active payment plan.

   • A patient with a guarantor who has an active payment plan.

2. Do one of the following:

   • Click (or tap) the Payment plan button.

     

   • On the Payment menu, click (or tap) Review payment plan.

     

   The Review Payment Plan dialog box appears.

   

3. In the Note box, add notes if none have been entered, edit existing notes, and/or enter additional notes.

4. Click (or tap) Update.

5. On the confirmation message that appears, click (or tap) Save Changes.

6. Click (or tap) Cancel to close the dialog box.