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

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