How to Post Payments for Patient Visits?

Purpose:

To provide clear instructions for recording patient payments in HelloNote EMR, ensuring accurate account balances and financial tracking for both completed and scheduled visits.

Scope:

This article covers:

1. Payment processing for completed visits (black entries)
2. Payment application workflow
3. Partial payment handling 
   Excludes:
4. Insurance claim payments
5. Payment plan setups
6. Refund processing

Procedure:

1. Navigate to Visits/Receipts:
   1. Select patient → Go to Visits and Receipts tab
2. Identify Visit Status:
   1. Black entries: Completed visits (ready for payment)
   2. Red entries: Scheduled visits (not yet documented)
3. Apply Payment:
   1. Click Actions → Post Payment (green +)
   2. Enter:
      1. Payment amount (e.g., 75of75of100 balance)
      2. Payment type (cash/check/credit card)
      3. Optional notes
   3. Click Save
4. View Updated Balance:
   1. System automatically calculates remaining balance (e.g., $25)

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