When a Co-Pay is taken by the front desk at the time a patient checks in and saves it in the Make Payment Dialog, it will be saved in the Unapplied Co-Pay section in the New Charges Tab. The Screenshot in this step is how the New Charges Tab will appear at Checkout after the Visit has been posted to billing from the Chart section.

1. Click the Apply Co-Pay button to open Unapplied Co-Pay dialog.

2. Click the Disburse button. Co-Pay amount must be included in the patient Insurance Demographics to activate the Disburse button.

The amount in the Unapplied Co-Pay box should automatically populate the current visit. This can be edited to place the payment on any outstanding visit, if needed.

3. When the Co-Pay amount is applied to the selected visit, Click the Save button.

New Charges dialog opens. The Unapplied Co-Pay is zero, the payment is applied to the new charge and the Balance reflects the Payment.

4. Click the Post button to post transaction to the Patients Ledger.

1. Click Ledger Tab.

2. Locate the payment line item and Click the X next to the Posted date.

3. Click Yes to put the payment back into the Co-Pay Unapplied Amount and allow the user to reapply the Co-Pay to the correct visit/charge.

4. Click No to remove the payment from the system.

5. Click  Cancel to cancel the delete process and return to Ledger details.

Note: Only users with security privileges will be allow to delete a payment.