• If the client is responsible for any copay, it will show up on the appointment bar under copay.


  • If there is no payment due, it will show up as $0.00.
  • Once the client is ready for payment, you can hit on the $ button and this will open a window.

New copay

  • Enter the amount being paid and the type of payment: check, credit card or cash.
  • Enter the check number or credit card number in the box with the # sign.
  • After you enter the details for all the required fields hit the enter copay button.
  • The transaction will be shown on the appointment bar.

Copay paid

  • To print the receipt of the copay click on the small printer icon in the appointment bar.