The Apply Copay Pop-up Did Not Display

The Apply Copay Pop-up Did Not Display

The Apply Copay pop-up window displays during charge entry if two conditions are met:

  1. The Receipt must be entered with a Copay amount in the Copay field.
  2. The Received Date of the Receipt must be the same as the Date of Service.
  3. The first line item is a non-billable charge. For the Copay popup to display, reorder the line items so that the non-billable line item is not the first line.

In the figure below, the Copay field does not reflect a copay amount, so there would be no pop-up.

  1. Leave the Modify Charge screen. Find the Receipt and select Modify to enter the Copay amount in the Copay field.
  2. Go back to the Modify Charge screen, and the Copay pop-up will display.
  3. Select the Receipt number link to link the Charge and the Copay.

    • Related Articles

    • Copay and Payment on Account Balance

      Copay and Payment on Account Balance Enter Copay from the Appointment Dashboard On the Patient's Appointment, select Enter Payment. In the Check, Cash, or Card fields enter the full amount received. In the Copay field, enter only the Copay amount. If ...

    • Force Apply a Patient Payment that will Create a Credit

      Force Apply a Patient Payment If the Patient Payment Receipt amount is greater than the Patient Balance, it can be force Applied to an Encounter and will create a Patient Credit Balance. On the Post Patient & Collection Payments screen, choose All ...

    • 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.

    • 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 ...

    • Insurance Applied the Copay to the Wrong Line Item

      The Copay button is always on Line 1. If the Insurance applies the Copay to any other line item when it adjudicates the claim, one line will have a credit and another a debit. See below. CPT® 99213 balance $-40.00 CPT 52000 balance $40.00 The net ...