Add/Delete a Copay

Adding a Copay

To add a copay to a patient’s account:

  1. Navigate to Payment > Unassigned Payments.                                            
  2. Enter the following information:
    • Deposit Date - The date the funds were collected
    • Transaction Type - Should always be set to COPAY
    • Place of Service - Pulls from the current case
    • Amount - The amount being collected
    • Money Type - The method of payment
    • Check/CC Number - Enter the check number or the credit card authorization number

    • Provider - Pulls from the current case
    • Payment Code - Select PATIENT PD IN OFFICE
    • Ins Code - Leave blank or select Patient
    • Batch - Leave blank
    • Comment - Optionally, enter any additional information about the payment
  3. Click Add.
  4. A dialog box will state that the credit has been added. Select Ok.

Deleting a Copay

A copay should only be deleted in an open current month. If the month has already closed, corrections need to be sent to

  1. Navigate to Payment > Unassigned Payments.
  2. Locate the payment and scroll to the far right of the page.
  3. Click Delete.                                                                                                              
  4. On the confirmation dialog box, select Yes.
  5. Click Ok.
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