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.

  1. From the client profile, scroll down to the Insurance Section. You'll notice an ≡ icon next to the Copay Section:
  2. Clicking the icon will bring up a popup where you can set the copay and Coinsurance by code:    
  3. 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:

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