Define a Copayment

When you see an insured client, you will typically want to bill their copayment amount via PracticeQ. Tell PracticeQ to invoice these clients only for their copays in two simple steps.

Set the Client's Billing Type

1. Click Lists → Clients.
2. Select the client and click Edit on the top right of their Basic Information page.
3. Change their Billing Type field to Insurance.

Enter the Copay Amount

1. In the Primary Insurance section, enter the copay amount.

   

2. To bill the copay for a session, open the session's appointment dialog. In the Invoice field, click Actions to see the invoice creation shortcuts.
3. The invoice will be created with the information pulled from the client's Primary Insurance Copay field.

Note: You can set up different copays by code. Learn how to do that here.