Patient Copay/Account Payment from Appointment

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/Payment entered from the Patient's Appointment Screen

  1. Select the Enter Payment link on the Appointment screen.
  • If a Copay amount is saved in Insurance Management, Enter Copay will be highlighted in yellow with the amount expected for Copay.



  1. The Post Date and Received Date auto-populate from the Reference Batch Date.
  • If these dates are blank, you are not connected to a Reference Batch. Connect to a Reference Batch before continuing.
  1. Enter the total Received amount in the Check, Cash, or Card field. 
  1. The Copay amount auto-populates from the amount entered in step 3.
  • Only the Copay amount should be in the Copay field.
  • If the Copay is incorrect, delete the pre-populated amount and enter the Copay amount only if any part of this Payment is not the Copay.
  • For Example:
  • The Patient pays $50 by check.
  • $25.00 is for the Copay and $25.00 is for payment on the Patient's account (POA) balance.
  • $50.00 is entered in the Check field, $25.00 is entered in the Copay field, and the Reference/Check Number field can be used to notate the POA of $25.00.
  1. The Reference/Check Number can be used to enter the check number, POA amount, and any other pertinent information.
  • Check 1234 POA $25 (Total paid minus copay=POA).
  1. POS defaults to Yes when the Payment is added from the Appointment screen.
  • Point of Service: Payment was made in the office.
  1. Note: Pre-populates with the Appointment Type.
  • Additional Notes can be entered.
  1. Receipts with Escrow: All Receipts that have an amount in Escrow will be displayed.
  • Receipts can be opened by selecting the Receipt Number.
  1. Select Save [F2].



  1. Print the Patient Receipt by selecting the Print Receipt [F2] button.



Process a Credit Card Payment from the Calendar

Create the Payment Receipt

Follow the Steps above with the exception of:

  1. Enter the Payment Amount in the Card field.
  • Only the Copay amount should be in the Copay field. 
  1. Choose the Type from the dropdown, such as Visa, MC, Discover, etc.
  2. Process Electronically: Defaults to checked.

 

Process the Credit Card Payment

  1. On the Popup screen, choose the Terminal.

If this is a new Card

  1. Enter the card number
  2. Enter the Cardholder's name as it appears on the Card.
  3. Enter the Expiration Date. The other fields are optional.
  4. To store the New Card, select the Store New Card checkbox.
  5. If applicable, enter the Patient's email to send a Receipt via email.
  6. Select the Process Payment [F2] button.

*******Wait until the Card is processed before closing the screen.*******



If this is a Stored Card

  1. Select the Terminal.
  2. Choose the Select link on the credit card line to populate the Credit Card fields.
  3. If the Stored Card needs to be updated, select the Edit icon to make the changes.


  1. Select Process Payment [F2].





Patient EFT Payments (Venmo, PayPal, CareCredit)

If a Patient pays using services like Venmo, PayPal, or CareCredit:

  • Follow the directions above with the exceptions below:

    • On the Patient Receipt, enter the Payment amount in the Card field.

    • Choose the vendor, such as PayPal, from the Type dropdown.

  • If the option is not in the dropdown, select Manage to add it.

  • Deselect Process Electronically.


Learn More

  1.  Add Credit Card Copays/Patient Payments on the Patient Dashboard


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