Copay Details not Entered until after Charge Entry

Copay Details not Entered until after Charge Entry

Use the Post Copay link on the Encounter Dashboard.

In the pop-up window enter the receipt information and post it to this Encounter.

This link only shows if there is no Copay, Patient, or Insurance Payment posted to this Encounter yet.


    • Related Articles

    • Enter a New Charge (Encounter) Manually

      Before entering Charges, attach to a Reference Batch. Close the Reference Batch when finished reviewing the Charges. If the Reference Batch is left open, the Charges will not batch. Accessing the Post (Add/Modify) Charge Screen Use one of the ways ...
    • Charge Management Action Examples

      Add a Legacy ID in HCFA Box 33b for a Secondary Payer Scenario: BCBSTX is Primary and MagnaCare is Secondary. MagnaCare wants a Legacy ID in Box 33b on the HCFA (Paper Claim), but the Primary, BCBSTX, does not require this. Criteria Select ...
    • The Apply Copay Pop-up Did Not Display

      The Apply Copay pop-up window displays during charge entry if two conditions are met: The Receipt must be entered with a Copay amount in the Copay field. The Received Date of the Receipt must be the same as the Date of Service. The first line item is ...
    • Charge Templates

      Charge Templates You can set up multiple Charge Templates. Create and Save these Templates for frequently entered Procedures that use the same set of codes or Self Pay Charges for products purchased in the office. A Charge Template can also be used ...
    • Charge Management Rule Examples

      Alert for Provider Credentialing There is a System delivered Charge Management Rule to display a Validation Warning for Providers who are not yet Credentialed with a Specific Insurance. Use this link for more detailed documentation: Hold Billing for ...