Take a Co-Pay
Q: How do I take a co-pay?
1. Locate the Patient Appointment
![1. Locate the Patient Appointment](https://media.screensteps.com/image_assets/assets/006/032/666/original/media_1333657029450.png)
Locate the patient appointment on the schedule.
2. Open the Patient Account
![2. Open the Patient Account](https://media.screensteps.com/image_assets/assets/006/032/667/original/media_1333657086696.png)
Double-click on the patient appointment to open the patient's account.
3. Take Co-Pay
![3. Take Co-Pay](https://media.screensteps.com/image_assets/assets/006/032/669/original/e3d49a34-5516-4d74-a7c9-19ad6d079779.png)
Click the Take Co-Pay button.
4. Complete Payment Information
![4. Complete Payment Information](https://media.screensteps.com/image_assets/assets/006/032/671/original/media_1333657463989.png)
- 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
![5. Payment Save as Unapplied Co-Pay](https://media.screensteps.com/image_assets/assets/006/032/673/original/media_1333657689937.png)
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
![6. Close the Patient Account Window](https://media.screensteps.com/image_assets/assets/006/032/674/original/media_1336747103761.png)
Close the Patient Account by clicking the X in the top right corner of the window, or press the Esc key on the keyboard.