The Notes feature in Payment Plans lets your team record important internal details directly on a payment plan. This can include patient conversations, special arrangements, follow-up reminders, or internal instructions for staff.
Notes are available on all payment plans, automatically save as you type, and are for internal use only—so nothing is ever lost or shared with patients.
Where Notes Appear
The Notes section appears at the bottom of the Payment Plan view, below the payment schedule and plan details.
You’ll see:
A multi-line text box labeled “Notes” or “Notes (Internal Use Only).”
The notes section is always visible, no matter the payment plan’s status
This makes it easy to add or review notes at any point in the payment plan’s lifecycle.
Supported Payment Plan Statuses
Notes are available for all payment plan statuses, including:
Proposed
Accepted
Active
Retry
Delinquent
Completed
Cancelled
Even after a payment plan is completed or cancelled, notes remain visible so your team can reference historical details later.
How Auto-Save Works
There’s no Save button—notes are saved automatically.
Your notes are saved when:
You pause typing for a moment, or
You click anywhere outside the notes field
Once saved, notes will automatically reload when you open the payment plan again.
Tip: You can close the payment plan or navigate away without worrying about losing your notes.
Visibility & Usage
Notes are internal only
Notes are not visible to patients
Notes are not included in payment portals, messages, or notifications
This allows your team to document sensitive or operational information without impacting the patient experience.
Permissions
Access to notes follows your existing Payment Plan permissions:
Users with edit access can add and update notes
Users with view-only access can see notes, but cannot make changes
If you don’t have permission to edit a payment plan, the notes field will appear read-only.
Best Practices
Document important patient conversations related to the payment plan
Add internal follow-up reminders for your team
Update notes as the payment plan status changes to keep information current
The Notes feature helps your team stay aligned by keeping important internal information directly on each payment plan. With automatic saving, visibility across all plan statuses, and internal-only access, notes provide valuable context without adding extra steps to your workflow.