How to Add or Change a Copay

This article explains how you can enter, collect and track copays

Jump to:

• How to add a copay to a patient's file
• Where will the copay amount display?
• How to collect a copay
• How to change a copay
  
  

How to Add a Copay to a Patient's File

You can enter the copay amount in Patient File > Insurance tab

Where will the copay amount display?

Once entered within the Patient File > Insurance Tab, the copay amount will display in the Billing Info page when receiving a payment for a patient. 

How to Collect a Copay

• Select Insurance as the Appointment type. Click on Receive Payment.
• Select Patient as the payer type, enter the amount you are paying for the copay, and select the payment method. Then select Apply to this Visit.
• Within the Receive Payment window, scroll down under "Add to Patient Credit" and " Apply to This Visit" to see the collect copay section. Make sure the collect copay box is selected. 
  
  
  
  
• Enter the copay amount within the "Copay" box, and click on Save.

How to Change a Copay

• First, make sure you have entered the CPT code(s) for that appointment. You cannot collect a copay unless a balance is actually present.
• Within the Billing Info page, select the Billing Preferences tab.
• Scroll down, and enter the amount you would like to change the copay to within the Copay box. As illustrated in this image below:
  
  
  
  
  
• Click Save at the bottom of the page

If you have any additional questions, please reach out to us at support@unifiedpractice.com!