Enter a Copay

Version 14.10

Overview

Follow the steps below on how to enter patient payments. Patient payments are posted to the patient account as a patient credit. 

Enter a Copay from the Add/Edit Appointment Window

  1. Click on the Schedule button to open the Schedule and Practice Workflow window.
  2. Double-click on the appointment to open the Add/Edit Appointment.
  3. Click on the PCP Visit button to pre-populate the Payment Received field with the copay as listed on the patient insurance record.
  4. Click on the Credit Card button  to the right of the payment received field. This opens the Patient's Credit Account window.

 

  1. Proceed to Enter Credit instructions below. 

Enter a Copay from the Tracking Tab

  1. Right-click on the Patient name.

  1. Select Add/Edit Appointment.
  2. Click on the PCP Visit button   to pre-populate the payment received field with the copay as listed on the patient insurance record.
  3. Click on the Credit Card button   to the right of the Payment Received field. This opens the Patient's Credit Account

  1. Proceed to Enter Credit instructions below.

Enter a Copay from the Patient Account

  1. Click on the Account button to open the Patient Account.
  2. Click the Credits tab   on the leftside of the form.
  3. Click on the +Credit button . 
  4. Proceed to Enter Credit instructions below. 

Once on the Patient Credit Account screen, follow these steps to enter a credit:

  1. Click the Credit button  .  
  2. Select the method of payment on the Pay Method field.
  3. Enter the check number in the Check/Ref # field, if appropriate.

  1. Enter the amount of the payment in the Patient Credit Amount field.
  2. Enter the credit details/explanation in the Note field, if appropriate (e.g., payment received from mom).
  3. Once finished, click the Save/Post button at the bottom of the window to save changes and exit.