PROCESS Collecting Co-Pay at Check In

Indicate a patient has a co-pay when setting up Primary Payer from Patient Insurance list
Change Appointment status from ‘Check In’ to ‘In Clinic’
Co-Pay Alert* Accept or Cancel
Accept – Enter amount and click ‘Save’ or ‘Save & Print’

Note: If a patient prefers to pay their copay after the visit, when they are checking out, the payment MUST be taken prior to Completing the appointment. Once an appointment has been completed the payment will need to be applied through the Manage Payment screen once a bill has been created.