Copay automation

copay automation lets you automatically charge patient copays after insurance eligibility is verified this helps reduce manual billing work and ensures copays are collected at the right time what copay automation does when enabled, eggmed determines the copay amount from eligibility verification results charges the patient’s saved payment method retries failed charges based on your retry settings logs all charge attempts in the patient’s billing history manual copay charges are still available at any time from the encounter checkout enable copay automation 1 go to billing → copay automation 2 turn on enable automatic copay charging once enabled, additional configuration options become available charge timing choose when copays should be charged at check in charges the copay when the patient checks in for their appointment after encounter completion charges the copay once the encounter is signed and completed end of day batch charges all outstanding copays at the end of the business day retry settings configure how eggmed handles failed copay charges maximum retry attempts select how many times eggmed should retry a failed charge 1 attempt 2 attempts 3 attempts 5 attempts time between retries choose the delay between retry attempts 24 hours 48 hours 72 hours failure handling define what happens when all retry attempts fail stop retrying no further attempts are made after the maximum retries are reached escalate to staff creates a task for staff to follow up on the failed charge notify patient sends a notification to the patient about the failed copay charge additional settings minimum amount to charge set a minimum copay amount required to trigger automatic charging leave this field empty to allow charges of any amount require saved payment method when enabled, copays are only charged for patients who already have a saved payment method on file recent charge attempts the recent charge attempts section shows the most recent automatic copay charges this list will populate once copay automation begins processing charges important notes copay amounts are always based on eligibility verification results charges are processed through your configured payment provider (for example, stripe) automatic copay charging does not replace manual checkout workflows