Copay was not Applied on the Modify Charge Popup
***The Copay pop-up only displays on the Modify Charge screen if the Payment Received Date is the same as the Date of Service.***
There are several ways to apply a Copay after the Modify Charge Screen is saved.
Example 1: The Copay was not applied when the pop-up displayed on the Modify Charge screen
- On the Encounter Dashboard, select the Modify button.
- When the popup window displays again, post the Copay.
Example 2: If a Copay has been entered but not posted using the pop-up on the Modify Charge screen, the Post Copay link on the Encounter Dashboard can be used.
This link only displays if there is not a Copay posted to this Encounter already.
- Select the Post Copay link on the Encounter Dashboard.
- The Post Copay screen will display with the Copay that was entered previously.
- Select Save (F2).
If there was no Copay previously entered, the Post Copay link can be used to create and post the Copay to the Encounter.
Example 3: If the Copay pop-up was not used on the Modify Charge screen, the Receipt link on the Encounter Dashboard can be used to post the Payment.
- Select the Receipt link.
- Select the Post button.
- Choose All Services from the Show dropdown list.
- Force Apply Credit by holding down the Ctrl key while selecting the appropriate checkbox.
- This shows as a patient credit until the Insurance payment is posted.
- Select Save [F2].
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