Entering Client Copays

Entering Client Copays

breezy 07.10.2025 Billing, Payments, Support Posts

Copays are payments that are accepted before a service is rendered and a claim is adjudicated. To accept a copay for a client follow these steps:

  1. Click the checkmark on the client’s appointment to ‘check’ them in:
  2. A popup will appear saying that the client is checked in, also asking if you want to charge copay

  3. Click OK to charge Copay, Cancel to not charge
  4. In the Payments screen that opens, you’ll see a list of the client’s open balances with the “Required Co Pay” amount shown:

  5. Update your Payment method information, make sure “Co Pay” is selected, and enter the payment amount in the “Paying” column

  6. Click Charge Card (if paying by credit card) or Post Payments at the bottom of the screen.
  7. A receipt will be generated and the copay amount will show up in the client’s chart
    1. IMPORTANT: Because a Fee Sheet is not generated until you sign a note, you may notice a negative insurance balance until the note for that DOS is signed.