Transfer a Copay to a Patient's Invoice

A copay can be transferred to a patient's invoice using two different methods.

Note: Do not use the adhoc button or add the copay from your practice catalog. Using either of these methods inflates your sales report by the amount of the copay.

Instructions

Patient Portion

This allows you to apply a bulk copay to the invoice for exam or materials. The copay is not line item specific; it is applied to the bottom of the invoice. The patient portion button only displays on an insurance invoice.

• 1. Enable patient portion: Access Admin > General > Practice Preferences > Additional Preferences > Accounting. 
  2. Click 'Yes' beside Allow Patient Portion Button.
  3. Click 'Save.'
  4. Log out and log in to see the changes associated to the setting.
  5. Open a Pending insurance invoice.
  6. Click 'Patient Portion.'
  7. In the Patient Portion modal, input the appropriate copay(s) and complete the Add to Invoice information.
  8. Click 'Save.'

Transfer Items

This allows the copay to be transferred by line item. Thus, the copay can be applied to the specific line item on the invoice. 

1. 1. Open an insurance invoice.
   2. Click 'Transfer Items.'
   3. In the Transfer Items modal, complete the required fields along with the copay amount to transfer for the line item(s).
   4. Click 'Save.'