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Would it be possible to make a suggestion?


When taking patient payments, it would be handy to have a "write notes section" which would appear alongside the account.
For example, if a deposit of £50 was taken for treatment - a note could be added "£50 taken towards RCT2" , which would appear in any account reports pulled.
Or if a patient has called into surgery without an appointment, but wants to pay some balance off their account, the information can be logged in note section next to payment, “pt called into practice to make a payment”,

Hi ​@Sarah Thompson 👋

Love the idea! Right now there isn’t a dedicated “payment note” that sits on the payment line and shows in finance reports. However, this is something that’s been asked before and I have heard from other practices.

What you can do today:

  • Deposits: when you take a deposit you can add a Description (e.g. “£50 toward RCT2”). That shows on the patient Account in the blue Deposits box.

  • Other payments: there isn’t an inline note that appears next to the payment or in the reports. Teams usually jot context in the patient’s Notes tab, but that won’t surface in Takings/Allocations reports.

I’ll submit a feature request for a small Payment note field stored on the transaction (visible on Account), and a column in Takings/Payment Allocation exports so that note appears in reports.

 

Would you prefer a free-text note (e.g. “pt popped in to pay £30”) or a structured reason picker (e.g. “Deposit”, “Walk-in part-payment”, “Adjustment”) or both? And which report do you rely on most (Takings vs Payment Allocation)? 😊

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