Edit a Copay

In TheraPlatform you can edit the copay for your client. If you need to edit the Copay for a client on one invoice only, please follow the steps under One Time Edit. If you need to edit the Copay for the client permanently, please follow the steps under Permanent Edit.

Important: Co-pay should NOT be entered under Settings< Billing< Services. Co-pay must be entered under the client's chart under Clients Details<Insurance.

Co-pay that you enter under the chart, will than show up on the invoice and claims.

One Time Edit

If the invoice is in paid status, you will not be able to edit the co-pay however, you can delete transactions from the invoice and re-add them with the corrected co-pay amount. If needed you can refund the client or credit it. 

Step 1: Click on Clients.

Step 2: Click on the eye icon next to the name of the client or start typing the name of your client in the upper Client search bar. Select the client and this will open the chart.

Step 3: Click on Billing< Invoices.

Step 4: Click on the eye icon next to the invoice you wish to edit the copay for.

Step 5: Click on the pencil icon on the line of service and then update the amount under Client due.

Step 6: Click on the checkmark to save this new amount and then close the invoice.

Note: The above steps will update co-pay for one invoice. If you need to update co-pay for all upcoming invoices, follow the steps below for permanent edit.

Permanent Edit

Step 1: Click on Clients.

Step 2: Click on the eye icon next to the name of the client or start typing the name of your client in the upper Client search bar. Select the client and this will open the chart.

Step 3: Click on Client Details< Insurance.

Step 4: Click on edit to change the copay and click on save changes when finished.

Note: The updated co-pay will show on all upcoming invoices.