Collecting an Insurance CoPay

To collect a Patient's Insurance copay or coinsurance payment follow these steps:

1. A copay invoice will be generated when the status of an insurance appointment is marked as arrived, in-room, seen, or checked-out.
2. Go to Money and select the patient's account
3. Add the balance tile to the cart by clicking the Add to Cart button located at the bottom of the tile. 

4. When prompted enter the amount the patient will be paying if different than the copay balance, or click 'OK' to default to the full copay amount.
5. Click 'Checkout'
6. Select the payment method(s) on the left side of the screen
   • If using multiple payment methods, use the edit icon to change the amount charged to each method.
7. Click 'Complete Sale'
8. Click the 'Print' button to print or 'E-Mail' to email a copy of the invoice and payment. Otherwise click 'Close' to return to the Money screen.