How to Set a Custom Copay and Coinsurance by Code
If the client's insurance payer requires a different copay an coinsurance amount by CPT code, you can now define those on the client's profile.
- From the client profile, scroll down to the Insurance Section. You'll notice an ≡ icon next to the Copay Section:
- Clicking the icon will bring up a popup where you can set the copay and Coinsurance by code:
- Hovering over the icon will show you the code and value that is currently "in-effect". This is what will be used to determine the patient responsibility: