Patient Payments: Collecting and Posting a Payment


To collect a copay or other payment from your patients, please select an appointment from the calendar screen and click on the Billing tab:

  • Click on the blue + button on the Patient Payment row.





  • A pop-up window will appear that will allow you to enter the information.  If a copay amount has been designated in the patient's chart (Chart > Important tab > Patient's Copay), that information will show.  If not, that's okay.  You can enter the patient's payment and add it to a line item. (CPT, HCPCS, or Custom Code), change the provider, payment method, and payment type from this screen. 




  • After clicking Add, you'll be able to view it in the Patient Payments screen.  
  • If there are no charges on the account at the time the payment is posted, the system will hold the payment in the patient's unallocated section.  Once charges are entered for the account, the payment will need to be associated.  There is an edit in your account that you can set that will automate this process.  Please reach out to your Account Manager or support to discuss turning it on for your account.


You can also post patient payments through the Patient Payments (Beta) section of the system.  Please see this help desk article (Patient Payments) for additional information.

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