First, make sure you have entered a Co-Pay amount in the INSURANCE INFO area on the Client’s BILLING AND INSURANCE page.
Then, from the CALENDAR, click on the Client Session you want to add a co-payment to. On the session flyout, click the ADD PAYMENT link.
The Co-Pay amount should be visible here and you can then Select the payment type (Cash, Check, Credit Card, or STRIPE) and click the ADD PAYMENT button.
Then click DONE.
You can also enter a co-pay from the client’s billing detail page. Just enter it in the Add Payment section like you would any other payment.
If you change an existing client's billing type to "Insurance" only future sessions you set in the calendar will recognize this new billing type and be applied to the insurance provider's balance. Past Sessions that were previously set in the calendar before will not recognize this new billing type and will still be considered "Self Pay" sessions. If you'd like to change the billing type for some past sessions from Self Pay to Insurance, click here.