Charge/Collect Copay from Client

To collect co-pays from clients, enter the co-pay amount under your client's chart first.

Important:  Don't enter co-pay under Settings< Services. Co-pay should be entered under the chart.

Prior to collecting any type of payment (including co-pay), make sure that you:

• sat up your billing information, connect to Stripe (if you plan on collecting cc payments right on TheraPlatform; entered health insurance under Settings< Billing< Insures
• assigned insurance to client under the chart
• entered services under Settings< Billing
• entered co-pay under Client's chart
• have cc entered or requested from client

There are three ways of collecting copays from your clients. One way is to collect copay manually by yourself and the second way is to automatically collect co-pays via the auto credit card charge feature and the third way is for a client to pay via the client portal.

Collect copay manually 

From Billing

Step 1: Click on Clients.

Step 2: Click on Billing.

Step 3: Click on Invoice.

Step 4: Click on View next to the invoice you wish to charge the client's copay.

Step 5: Click on Add Payment.

Step 6: An amount will automatically populate for you, based on what was listed under client on Invoice.

Step 7: Select Payment Method and click on Apply Payment.

From Calendar

Step 1: Click on Schedule.

Step 2: Locate the scheduled appointment on the calendar that you wish to collect co-pay on and click on it.

Step 3: At the pop-up box, click on Add Invoice (if you haven't yet) or View invoice (if you did in the past).

Step 4: If you clicked on View Invoice, the invoice will open.

Step 5: Click on Add Payment.

Step 6: An amount will automatically populate for you, based on what was listed under client on Invoice.

Step 7: Select Payment Method and click on Apply Payment.

Automatic copay collection

You can collect copay with auto credit card charge.

Copay via the client portal

If you wish your clients pay for your services (including copays) via the client portal, either manually create an invoice or turn the auto-create invoice and auto send it. The client then will receive an email notification informing him/her that there is a pending invoice and asking him/her to log in to the client portal to pay for the invoice.