Enter a Co-Pay Amount

On the Detail tab in the Insurance Maintenance window , there are several fields available for co-pay amounts. The amount entered indicates the patient's co-pay for the insurance, and the patient is responsible to pay that amount on encounters the insurance is linked to.

Access the Insurance Maintenance window for the patient's insurance.
Select the Detail tab.
In the lower-right section of the window, enter a co-pay amount in the appropriate fields, as indicated below.

Enterprise-Level Co-Pay

In the Co-Pay Amount field, enter a dollar amount, or select a pre-defined co-pay amount from the drop-down list. This will be the patient's default co-pay for all encounters in all practices in the enterprise.
Note: The enterprise-level Co-Pay Amount field is available only if the Enable practice payer specific information option is not selected in Practice Preferences > Chart. This allows all practices to use the same co-pay amount for the same patient/insurance. For example, all practices are the same type of specialty.

Practice Level Co-Pay

In the Co-Payment field, enter a dollar amount, or select a pre-defined co-pay amount from the drop-down list. This will be the patient's default co-pay for all encounters in the current practice.
Note: The Practice Level Co-Pay Amount field is available only if the Enable practice payer specific information option is selected in Practice Preferences > Chart. This allows each practice to define a different co-pay amount for the same patient/insurance. For example, the family practice co-pay amount may be different from the specialty practice co-pay amount.

Encounter-Level Co-Pay

In the Enc Co-payment field, enter a dollar amount, or select a pre-defined co-pay amount from the drop-down list. This will be the patient's co-pay for the current encounter only. It overrides the enterprise-level or practice-level co-pay amount used for all other encounters.
Note: The Enc Co-payment field is available only if the Enable encounter payer copay option is selected in Practice Preferences > Chart.

Insurance Override Co-Pay

In the Co-Pay for [Patient Name] field, enter a dollar amount, or select a pre-defined co-pay amount from the drop-down list. This will be the patient's default co-pay for all encounters in the practice.
Note: The Co-Pay for [Patient Name] field is available only if the Display override policy number and co-pay option is selected in the Payers master file > Defaults-2 tab. This allows a patient level co-pay amount to be entered that overrides the subscriber/policy holder level co-pay amount. For example, the policy holder (Parent) may have a co-pay amount that is different from a dependent (Child) that is covered under the policy.

Copay Exempt

If a specific encounter should not have a co-pay, select the Copay Exempt check box. The Enc Co-payment field defaults to $0.00 and all co-pay fields become grayed-out and unavailable. This will be the patient's co-pay for the current encounter only.
To save changes and close the window, select OK.

Access the Insurance Maintenance window for the patient's insurance.
Select the Detail tab.
In the lower-right section of the window, enter a co-pay amount in the appropriate fields, as indicated below.

Enterprise-Level Co-Pay

In the Co-Pay Amount field, enter a dollar amount, or select a pre-defined co-pay amount from the drop-down list. This will be the patient's default co-pay for all encounters in all practices in the enterprise.
Note: The enterprise-level Co-Pay Amount field is available only if the Enable practice payer specific information option is not selected in Practice Preferences > Chart. This allows all practices to use the same co-pay amount for the same patient/insurance. For example, all practices are the same type of specialty.

Practice Level Co-Pay

In the Co-Payment field, enter a dollar amount, or select a pre-defined co-pay amount from the drop-down list. This will be the patient's default co-pay for all encounters in the current practice.
Note: The Practice Level Co-Pay Amount field is available only if the Enable practice payer specific information option is selected in Practice Preferences > Chart. This allows each practice to define a different co-pay amount for the same patient/insurance. For example, the family practice co-pay amount may be different from the specialty practice co-pay amount.

Encounter-Level Co-Pay

In the Enc Co-payment field, enter a dollar amount, or select a pre-defined co-pay amount from the drop-down list. This will be the patient's co-pay for the current encounter only. It overrides the enterprise-level or practice-level co-pay amount used for all other encounters.
Note: The Enc Co-payment field is available only if the Enable encounter payer copay option is selected in Practice Preferences > Chart.

Insurance Override Co-Pay

In the Co-Pay for [Patient Name] field, enter a dollar amount, or select a pre-defined co-pay amount from the drop-down list. This will be the patient's default co-pay for all encounters in the practice.
Note: The Co-Pay for [Patient Name] field is available only if the Display override policy number and co-pay option is selected in the Payers master file > Defaults-2 tab. This allows a patient level co-pay amount to be entered that overrides the subscriber/policy holder level co-pay amount. For example, the policy holder (Parent) may have a co-pay amount that is different from a dependent (Child) that is covered under the policy.

Copay Exempt

If a specific encounter should not have a co-pay, select the Copay Exempt check box. The Enc Co-payment field defaults to $0.00 and all co-pay fields become grayed-out and unavailable. This will be the patient's co-pay for the current encounter only.
To save changes and close the window, select OK.

Enter a Co-Pay Amount

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