Print Copay Receipt From New Calendar

1. Click the  icon to document the copay received.

 

 

 

 

2. Enter the source of the payment in the Copay window.

 

 

 

3. You will see the Copay documented. Click the More button in the bottom right.

 

 

 

4. Select the Print Copay Receipt from the menu.

 

 

 

5. The Print Receipt popup window will populate. You can type into the field on the left or create/use custom buttons to populate the field. 

 

 

 

6. Once ready, click the Print button.

 

 

 

 

7. The Print Receipt window will pop up. Click the OK button. 

 

 

 

Watch our demonstration of how to print a copay from the New Calendar.

​

• Related Articles

• Credit Card Processing Through The Calendar

  Index Sections Select Credit Card as the Source. Click the Charge Credit Card button. This will open up a new window. The amount should already be entered. Enter the Credit Card #. Enter the Expiration date. Once finished, click the Charge Credit ...

• Tips & Tricks: Collect Copay via Calendar

  1. For this to work, you need to make sure the patient has a copay requirement, which can be setup in the Insurance Information tab of Demographics. 2. From the Calendar, you will be able to see that the patient has a required copay from the red $ ...

• Tips & Tricks: Collect Copay via Calendar (Legacy)

  1. For this to work, you need to make sure the patient has a copay requirement, which can be setup in the Insurance Information tab of Demographics. Suggested: Turn on 'add $ before name on appt with patients who have copay'. 2. From the Calendar, ...

• New Calendar Known Limitations

  There are some limitations to the New Calendar over the existing calendar. Please review these limitations before requesting that the New Calendar be enabled on your account: Appointment status colors cannot be modified. Repeating events that were ...

• New Calendar Navigation

  While working in the New Calendar, it is possible to skip the Chart Room and do your navigation from the New Calendar. When you first log into ICANotes, go to the Calendar from the Calendar button. Selecting a Patient: I can select a patient from the ...