Copay and Payment on Account Balance

Copay and Payment on Account Balance


Copay and Payment on Account Balance


Enter Copay from the Appointment Dashboard

  1. On the Patient's Appointment, select Enter Payment.

  1. In the Check, Cash, or Card fields enter the full amount received.
  2. In the Copay field, enter only the Copay amount.
  • If this contains a Payment on Account, do not include that amount in the Copay field.
  1. Complete any other applicable fields.
  2. Save [F2].


Enter Copay on the Appointment from the Patient Dashboard

  1. Select the Appointment Date link in the Patient Appointments panel.

  1. On the Calendar, select the Patient's Appointment (flashing).

  1. Follow the Appointment Dashboard instructions above.


Enter Copay from the Patient Dashboard

  1. On the Patient Dashboard, select the Post Payment link.

  1. In the Check, Cash, or Card fields enter the full amount received.
  2. In the Copay field, enter only the copay amount.
  • If this contains a Payment on Account, do not include that amount in the Copay field.
  1. Complete any other applicable fields.
  2. Select Save [F2].


Enter Copay from the Encounter Dashboard

  1. If an Encounter has already been created, select Post Copay on the Encounter Dashboard.

  1. Enter the full received amount in the Check, Cash, or Card fields.
  2. Use This Amount as Copay: Enter the amount of the Copay only.
  3. Apply This Amount as Patient Payment: Enter the amount to apply to the Patient's Account.
  • The sum of the copay and the payment on the account should equal the total receipt amount.
  1. Complete any applicable other fields.
  2. Select Save [F2].


Learn More

The Apply Copay Pop-up Did Not Display

Dispensed Goods/Product Charges







    • Related Articles

    • 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

      Payment/Receipt FAQs Adjustments/CARC Codes How can I Post additional Adjustments? How can I remove a PR code that was posted in Error? How can I Post a PR Code instead of a CO code? How do I Post a CO45 on a Secondary Payment? Balance Transfer Why ...

    • Create and Post a Patient Receipt/Payment Manually

      Create a Patient Receipt Manually If the Copay was not entered during the Check-in/Check-out workflow, or if your Practice does not use the Calendar, there are several ways to create a Patient Receipt. Enter NR in the Navigation box (Go-Cuts) ...

    • Apply Payments from a Receipt with Escrow Amounts

      Apply Payments from a Receipt with Escrow Amounts There are several ways to apply receipts with escrow amounts. Before posting, attach to the original Reference Batch if it is not in a closed period. If the period is closed, create a new Reference ...

    • Post/Apply an ERA

      Reference Batch Received Date By default, the Received Date is populated by the Paid Date on the ERA File. If you want the Received Date to be a different Date, there is a System Setting to allow the entry of a Received Date on the Reference Batch ...