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Charging client CCs for copays/coinsurance now that you've updated your system

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Nancy Coughlin

With the updates, I don't see anymore how I can just charge a client's CC for their copay.  Help!

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  • Sara

    Hi Nancy,

    Changing a client's credit card has not changed. In order to do this go to the client's Overview page > Edit > Billing and Insurance > Credit & Debit Cards > edit or add a credit card.

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