Payments and Plans Tab

The Payments and Plans section in HelloNote is used to manage payment-related information within a patient’s record. It supports clinic staff in reviewing patient payment details and maintaining accurate financial information for services provided.

This section is usually used for charging and storing patient credit card information and also assigning rates for patients who are on self pay

How to Access the Payments Section

1. Log in to your HelloNote account.

2. Navigate to Patients.

3. Search for and select the appropriate patient.

4. Open the Payments and Plans section in the patient’s record.

5. Review the available payment information and options.

Related Payment Workflows

1. Recording a Patient Payment

To record a payment for a patient visit:

1. Open the patient’s record and navigate to Visits and Receipts.

2. Locate the visit for which you need to record payment.

3. Select Actions → Post Payment.

4. Enter the payment amount.

5. Select the payment type, such as cash, check, or credit card.

6. Add an optional note or comment.

7. Click Save.

2. Reviewing Outstanding Balances

When reviewing patient payment information, verify the remaining balance and identify any amounts that still need to be collected. HelloNote’s Patient Payment Balance and Payment Details reports can also help staff review 

3. Sending a Payment Link

Where the feature is available, staff can send a payment link to a patient with an outstanding balance. The link can be delivered by email, SMS, or both, allowing the patient to submit payment online.