Edit an Appointment's Co-Payment (Fusion)

  Permissions: You need the Self-Scheduling or Scheduling permission to use these functions.

If you need to change the co-payment amount that was made 

Before You Begin

• You can only edit a co-payment from the appointment if a claim hasn't been created for it. If a claim has been created, you can instead edit the co-payment in box 29 on the claim.
• Unlike co-payments, account payments need to be edited from the billing account since they aren't linked to an appointment. Saving a new account payment amount in checkout will add an additional payment to their account.
• If this was a payment processed in Fusion, you will need to Cancel the Transaction, before the co-payment is edited/removed. Be sure to check our Knowledge Base article Cancel a Processed Payment for more. 

Edit a Co-Payment

There are two methods to edit a co-payment.  You can edit the co-payment on the schedule or on the claim itself.  Below are the steps for each.

Edit the co-payment on the schedule:

1. Go to Schedule → Calendar.
2. Hover over the appointment.
3. Make sure the correct patient is selected in the tabs to the right of the appointment hover.
4. Click the checkout icon .
5. Next to the Co-Payment field, click Change.
6. Type in the new co-payment amount.
7. Click the Save Checkout button.
8. If you want to print a receipt for the patient, click the Print Receipt button. Otherwise, click the Nope button.

Edit the co-payment on the claim:

1. Go to Billing → Claims → All.
2. Search for and click on the claim in question.
3. With the claim open, find and click on field 29 Amount Paid.
4. In the Value section, enter the correct co-payment amount, or remove the number to reflect no Co-Payment.
5. Once Satisfied, click the Save 29: Amount Paid Toward Claim button.