About Copays:
A copay is a payment applied to a specific date of service.
In PatientStudio, copays can be collected through the Calendar or Financials tab. Unlike other systems, there’s no need to manually "post" the payment to the patient’s balance or individual claims. By assigning the copay to a specific date of service, you automatically create a credit linked to the corresponding claim. This credit remains in place until the ERA (Electronic Remittance Advice) or insurance payment reconciles the balance.
How to collect a copay via the calendar
1. From the calendar, select the applicable appointment
2. The check in modal will appear. Click "Collect Payment"
3. One does not exist, you can add a credit card on file
4. If a credit card has been previously saved, it will appear here.
5. "Other" method should be selected if the payment was collected in a separate system. Stripe, square, venmo, etc...
6. Click "Process Payment"
7. To provide a receipt click "View Receipt"
8. When the receipt loads, select a delivery method
9. For email delivery, you will need to give the email a subject line.
10. Click "Send"
