Uncomfortable collecting patient copays?

There are many front desk people who are uncomfortable asking patients for copays even though it is part of their job description. Is there any easy way to overcome this apprehension? One idea is not to confront the patient directly with a request for money. When patients check in for their appointment, greet them, sign them in, and then ask with a pleasant smile if they happen to know what their copay is. You then quietly take out a receipt book from your desk and with pen poised and a warm, expectant smile on your face, waiting patiently. Most patients will pay on the spot……and if there's a problem paying by cash or check, be sure to tell them which credit cards you take.

And if the patient doesn’t know what their copay is, always request a payment of $25 – it’s easier to issue a refund that to try to collect copayments!

About the Author

Reed Tinsley CPA

This article is written by Reed Tinsley, a Houston, TX-based CPA with over 30 years of experience advising physicians and medical practices across Texas and the United States. Reed holds certifications as a Certified Valuation Analyst (CVA), Certified Healthcare Business Consultant (CHBC), and Certified Financial Planner (CFP), specializing exclusively in the healthcare sector. He is a published author, nationally recognized speaker, and trusted advisor to physicians on accounting & tax, practice management, and financial planning. Schedule a Free Consultation.