Usually, Patients pay their Copay when checking in at reception before any actual charges have been incurred or documented in an Encounter. The Enter Copay process allows you to collect their money and earmark it for a portion of anticipated charges. Perform the following steps to Enter Copay.
The Add Copay screen will appear, as shown below.
If you checked Create New Batch either for the Encounter or the Transaction, the New Batch screen(s) will appear for you to create the necessary batch(es). Once done, the Add Copay dialog box will appear, as shown below, asking if you want to print a receipt.
The Patient now has a credit on their account, which will later be applied when the Encounter is entered.
In the previous procedure, we collected a Copay, which applied a credit to the Patient’s account. Once you have entered the charges on the Patient Encounter, and clicked Save, the system will recognize that a credit exists and give you the opportunity to apply it. Perform the following steps to apply the Copay:
The Select a Copay and Encounter Services screen will appear, as shown below.
The Create Transactions screen will appear, as shown below.
The Apply Credits confirmation dialog box will appear to let you know which batch the credit was applied to, as shown below.
Now, if you were to look at the Patient Ledger (not required), you would see that the Balance on the selected service is reduced by the amount of the Copay, as shown below.