How to Post Payments for Patient Visits?

Purpose:

To provide a step-by-step guide for accurately recording patient payments in HelloNote EMR, ensuring proper account balancing and financial tracking.

Scope:

This article covers:

1. Navigating to the payment posting interface
2. Distinguishing between completed and pending visits
3. Applying full or partial payments to patient accounts 
   Excludes:
4. Insurance payment posting
5. Bulk payment processing
6. Payment plan setups

Procedure:

1. Access Visits/Receipts:
   1. Select patient → Navigate to Visits and Receipts tab
2. Identify Visit Status:
   1. Black text: Completed visits (payment eligible)
   2. Red text: Pending visits (cannot receive payments)
3. Post Payment:
   1. Click Actions → Post Payment (green + button)
   2. Enter:
      1. Payment amount (e.g., 75of75of100 balance)
      2. Payment type (cash/check/credit)
      3. Optional comments
   3. Click Save
4. Verify Balance:
   1. System automatically updates remaining balance (e.g., $25)

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