Define a Coinsurance

When Coinsurance is entered for a client, the percentage of the allowed amount from the insurance company will be used to determine the patient responsibility in an invoice, not the Copay.

Enter and Enable the Coinsurance

1. Click Lists → Clients.
2. Select the client and click Edit on the top right of their Basic Information page.
3. Make sure their Billing Type field is set to Insurance.
4. Scroll down to the Primary Insurance section and enter the coinsurance percentage according to the client's plan.
5. Ensure that the green toggle to the right of the Coinsurance field is toggled on.
6. If a coinsurance is entered, you will see a ⚠️ icon. This is to alert you that the copay will not be used if a coinsurance is entered.

IMPORTANT: 

• Allowed amounts for the Insurance Payer must be entered for the coinsurance feature to work. If no allowed amount is entered and a coinsurance is defined, you will receive a notification that the coinsurance will not be applied. To learn how to enter allowed amounts, read the article Set Allowed Amounts by Payer.
• You can also set up different coinsurances by code. View more about how to do that here.

  

Disable the Coinsurance

• You can disable the coinsurance when not in use by turning off the green toggle next to the Coinsurance field. It will gray out; see image below.
• After disabling, your coinsurance value will still save in the client's profile. 
• This means that you do not have to remember the coinsurance value once the client has met their deductible for the year and the coinsurance goes into effect.