Dealing with co-pays

  • Noting what the copay is can be done in Charts>Profile>Demographics>Insurance info.  (This info will then show in the calendar when that patient/client has an appointment.)
  • Recording a copay payment can be done in the ''Transactions'' area in Charts>Billing>Transactions, and adding a billing transaction.
  • Posting what the patient's/client's responsibility is for a claim will be coming soon in the information from Apex (ERA).
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