Learn how to navigate through the copay report.


The copay report is a report of copays that have been collected.

  • You can search a list of the copays by patient name, entry date, provider, payment type or by appointment date range.
  • The copay data report will include the patient name, copay amount, copay collected, payment type and other details like account #, appointment date and entry date.
  • You can also export the copay report as an excel file.