Apply Unapplied Copays while creating the Claim

Once you have created your unapplied copay credit, the next step is applying it to the claim. In order to post an unapplied copay credit to a claim two (2) requirements needs to be met.

  1. The Unapplied Copay DOS and the Claim “From DOS” need to match.

  2. The Claim must have an available copay balance.

    This field pulls from the patients policy within the Patient Section. Reference the Edit an insured or Payer Policy Help Article for more information.

  1. Select Claim > Claim.

  2. Create or open a claim.

  3. Locate and click on the Payment tab from the right-side panel.

  4. Fill in the button for Use Unapplied Copay from this Date of Service.

    Save yourself some time and automate this process by enabling the Automatically apply unapplied copays when claims are entered: option found within the Claim Settings Help Article. If the Unapplied Copay and Claim DOS match and the claim has an available copay balance the system will enable this option.

  5. Click Save.