Missing Co-pay

Creating a Missed Co-pay report can be useful for several reason:

• Show when a co-pay is due/missed

To start the missed co-pay report, you will want to be in the Billing tab > Reports > Missed Copays:

You will be able to see Current due or missed copays.

To run a new missed copay report -

• Yellow: Stating date
• Orange: Ending dat
• Purple: Location use the drop down if you have multiple locations
• Red: Go Button

After clicking go you will get a report that will look like this

To adjust your columns you can click on actions then select columns

You will get a popup window with more column options:

• Orange: Hidden currently from the report
• Yellow: Currently Showing in the report
• Purple: Shuttle single arrows move 1 at a time double arrow move all items the top arrow is a reset
• Red: Shuttle moves an item up or down on the list so you can display what you want to see first
• Maroon: The apply button

To adjust your filters you can click on actions then select filter:

You will get a popup window with more filter options:

• Yellow: The column you wish to filter
• Orange: The word or expression you want to filter in the demo it is the work "yes" ~Note no is the default filter on this report
• Red: The apply button

Once you click apply you will have yes added to your filter

If you need to exclude a missed co-pay:

Simply click on the word no if this copay has already been paid it will be removed off this report. ~Note no is the default filter for this report

If you need to see yes only on the exclude column deselect your no filter and select the yes filter you created earlier. 

If you want to see both yes and no deselect both yes and no on the filters to show all content from the exclude column.

If you have any further questions please reach out to the Support team at support@heno.io