Add Copay Amount for Clients

To collect a copay from your clients, please first set up your private practice with billing information, add all health insurance companies under Settings;  assign health insurance under the client's chart and enter the copay amount. 

Important: Prior to entering copay for your clients, add all health insurance companies (insurer) that you work or contract with under Settings < Billing < Insurers.

ALERT:  Don't enter co-pay under Settings< Billing< Services. Co-pay must be entered under the chart following directions below. 

How to add co-pay:

Once you complete the above, you can enter the copay amount under the client's chart:

Step 1: Log in to your URL.

Step 2: Click on the Clients link. This will pull up a list of your clients.

Step 3: Click on the eye icon next to the name of the client or start typing the name of the client in the upper Client search bar. Select the client and this will open the chart.

Step 4: If you haven't assigned insurance under this client yet, you can do manually yourself or you can request insurance information and/or insurance card from your client so you don't have to enter it manually. Refer to this article on how to request insurance information from clients.

Step 5: To enter insurance information yourself: click on Insurance < Add Insurance < At the pop-up box, enter all necessary information and under Copay field, enter the copay for this client and save changes.

Step 6: If the insurance was already assigned/entered under the client's chart, under Insurance, click on the pencil icon next to the insurance and at the pop-up box, enter copay amount and save changes. 

To learn how to collect copays from clients, please refer to this article.