Adding a Payment Note to a Treatment Plan
Add a note to a treatment plan proforma and choose whether the patient can see it when the document is printed.

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Online payments for dental practices should not create another admin island. Medicasimple keeps the request, payment context, balance, and follow-up closer together.
Online payment availability depends on your market, provider and clinic setup. In supported setups, review the connected provider and its balance information in Online Payment Settings.
When online payments are enabled for your clinic, choose Online Payment from Add Payment to start the request. Check the doctor, amount and description before proceeding.
Review online payment entries in the patient Payments tab. The example shows pending requests; check the payment result before recording collection or changing an appointment status.
See how configured payment requests, available deposit options, and installment tracking can support a clearer clinic finance workflow.
Use the secure payment request channels supported by your setup
Discuss available deposit workflows for your market and provider
Track payment plan installments without spreadsheets
Review patient balance context after each payment
FAQ
Where payment links are supported, patients can use the secure checkout link delivered through the channel available in your clinic's payment setup.
Online booking deposits depend on your market, payment provider, and clinic setup. Confirm availability during setup, and manage payment collection separately from the appointment confirmation status.
FAQ
Where your provider and Medicasimple setup support payment synchronization, the resulting payment context can appear in the patient's finance record. Your team should review the recorded payment and current balance after processing.
Yes. Medicasimple works with your configured third-party payment infrastructure. You never store credit card numbers directly in the practice management software.
FAQ
Refund workflows are available, subject to your payment provider's valör and blocking-window policies.
See the guide, recent changes, and practical thinking that can help you move this workflow forward.
Book a demo to review the payment request, deposit, and installment workflows available for your clinic's market, provider, and setup.