Within Stride, you may add comments to any charge or patient payment by utilizing the Details box within the payment pop-up as shown below:
Once this icon is selected, a details box will appear:
Here, you can type any desired information regarding the charge.
Once the charge has been created, you can view these details in two places:
- The patient's chart
- The Payments Report
To view this information in the patient's chart, please follow these steps:
- Patient Chart > More > Charges > All
- Open the charge by clicking on the DOS
The comment entered will be visible to the right of "Details" as shown below:
You will also be able to view this information in the Payments report:
- Reporting > Patient Charges > Payments
The Details column will list any comment added to that charge.
Please note that outstanding charges that have not been paid on at all will not populate in the Payments report. You will still be able to view comments on outstanding charges within the patient's chart.