Applying Copayments While Posting Charges

Version 14.19

It is best practice to apply copayments that have been taken for services while posting your charges. Incorporating this into your workflow will decrease the amount of credits that need to be applied to balances prior to running your statements. To apply a copay to a service while in the Add/Edit Charges window:

  1. Click on the charge line where the copay should be applied and click the PCP visit button. This will populate the patient responsibility on that charge line.  

  1. Click the Apply Payments button. The Add Payments and Adjustments window will open. 
  2. Review the window to ensure that the Pay method is PC Patient Credit and that the copay amount appears on the correct date of service.

OP 14 will automatically apply credits that match in dollar amount to the older dates first. For example, if a patient has a prior visit that still has a copay balance of $10 but today's $10 copay was paid, the system will place the $10 payment on the prior date. You will need to manually delete the $10 from the prior date and enter it on the correct line. 
  1. Click Save + Close. You will be returned to the Add/Edit Charges window.
Version 14.10

It is best practice to apply copayments that have been taken for services while posting your charges. Incorporating this into your workflow will decrease the amount of credits that need to be applied to balances prior to running your statements. To apply a copay to a service while in the Add/Edit Charges window:

  1. Click on the charge line where the copay should be applied and click the PCP visit button. This will populate the patient responsibility on that charge line.  

  1. Click the Apply Payments button. The Add Payments and Adjustments window will open. 
  2. Review the window to ensure that the Pay method is PC Patient Credit and that the copay amount appears on the correct date of service.

OP 14 will automatically apply credits that match in dollar amount to the older dates first. For example, if a patient has a prior visit that still has a copay balance of $10 but today's $10 copay was paid, the system will place the $10 payment on the prior date. You will need to manually delete the $10 from the prior date and enter it on the correct line. 
  1. Click Save + Close. You will be returned to the Add/Edit Charges window.