Default Payment Notes help your practice send clear, consistent payment messages to patients without rewriting the same message every time.
A new default note—Payment Plan Request—is now available. This note is automatically used whenever a patient is offered or placed on a payment plan, helping ensure your communication stays professional and consistent.
What’s New: Payment Plan Request Note
In addition to your existing default payment notes, you’ll now see a fourth option:
One-Time Payment Request
Account Balance Request (Patients with Insurance)
Account Balance Request (Patients without Insurance)
Payment Plan Request ⭐ (new)
Payment Plan Request is specifically designed for messages related to payment plans.
Description shown in the system: “This is the default payment message sent to patients when they are offered or placed on a payment plan.”
Where to Find It
Go to: Payments → Settings → Default Payment Notes
The Payment Plan Request note appears below the other default payment notes and looks and functions the same way.
How It Works
The Payment Plan Request note is a multi-line, editable message
You can customize it to match your practice’s tone, policies, or branding
Once saved, this message is automatically used when:
A payment plan is offered to a patient, or
A payment plan is created and sent to a patient
This ensures patients always receive a consistent message when payment plans are involved.
Editing and Saving the Note
The Payment Plan Request note is fully editable
After making changes, click Save at the bottom of the Default Payment Notes section
The Save button applies to all default payment notes in this section
Tip: Be sure to click Save, or your updates won’t be applied.
Permissions
Users with admin or payment settings access can edit and save default payment notes
Users without edit permissions can view the notes but cannot make changes
Best Practices
Keep payment plan messages clear, friendly, and easy to understand
Set expectations around installment amounts and payment timelines when appropriate
Review this note occasionally to ensure it reflects your current policies
The Payment Plan Request default note gives your practice a dedicated, customizable message for payment plans. It works just like your other default payment notes, making it easy to manage all payment messaging in one place while ensuring consistent communication with patients.