Take a Co-Pay
Q: How do I take a co-pay?
1. Locate the Patient Appointment
Locate the patient appointment on the schedule.
2. Open the Patient Account
Double-click on the patient appointment to open the patient's account.
3. Take Co-Pay
Click the Take Co-Pay button.
4. Complete Payment Information
- Verify the Payer Details
- Enter the Payment Details, including the Payment Date, Methods and Amount.
- Enter any Comments
- Click Disburse to apply the co-pay to the appropriate patient(s)
- Check to Print (or uncheck to not print) a receipt
- Click Save
5. Payment Save as Unapplied Co-Pay
The payment has now been saved as an Unapplied Co-Pay. This co-pay can then be applied to a charge when needed.
6. Close the Patient Account Window
Close the Patient Account by clicking the X in the top right corner of the window, or press the Esc key on the keyboard.