Add an Additional Receipt After Creating a Copay Receipt

Add an Additional Receipt After Creating a Copay Receipt


Additional Payments can be made after a Copay Receipt has been entered at Check-In.

Example: A self-pay item is purchased or a Payment for forms or medical records needs to be paid at check-out. The Charge can be added now or later.


Create the Receipt

  1. From the Patient Dashboard, select Post Payment.

  1. Payment Type: Select Patient Payment.
  2. Complete the Payment Information on the Receipt.
  3. Enter Reference/Check Number, if applicable.
  4. Enter a Note on the Receipt stating the reason for the payment.
  5. Select Do Not Post for the Payment is to be posted later.
  6. Select Save [F2].

    • Related Articles

    • Create a Patient Receipt/Post Payment Manually

      Patient Receipt Creation If the Copay was not entered during the Check-in/Check-out workflow or if your Practice does not use the Calendar: Enter NR in the Navigation box (Go-Cuts) shortcut; Use the Post Payment link on the Patient Dashboard; Use the ...
    • Patient Copay/Account Payment from Appointment

      The payment could be a Copay only or a combination of a Copay and Payment on Account. Patient Copay entered on the Appointment Screen Select the Appointment from the Calendar. On the Appointment screen, select the Copay link. If a Copay amount is ...
    • Payment/Receipt FAQs

      Adjustments/CARC Codes How can I post additional Adjustments? Post an Adjustment from: Payment Dashboard Patient Dashboard Encounter Dashboard Learn More Multiple Adjustment Lines Rebill the Claim from the Adjustment screen Adjustment Transaction ...
    • Add the Guarantor to a Receipt

      Populate the Guarantor on a Patient Receipt When a Patient ID is entered on the Receipt, the Guarantor for the Patient will populate the Receipt automatically if there is only one Guarantor. If the Guarantor ID pre-pended with a G (G2203) is entered ...
    • Custom Query Reports Hub

      Custom Query Reports (CQR) Custom Encounter Query = CEQ Custom Receipt Query = CRQ Custom Transaction Query = CTQ Custom Patient Query = CPQ Custom Appointment Query = CAQ Overview Filters and Criteria Create a CQR CEQ CRQ CTQ CPQ CAQ Overview Custom ...