Add or Update Copays

Written by Aimee Reynard
Updated 5 months ago

Adding copays help cards automatically substantiate card swipes for copay amounts which means members will not be asked for receipts for any copay transactions. This is HIGHLY recommended to reduce the number of requests employees receive and create a better member experience.

Note:  You can add copays per benefit type--such as Medical, Dental or Vision--and you can update them during renewal or at any given time during the plan year!

Add a Copay

Complete the following steps to add a copay:

1. Login here  

2. Locate and click General Tab.

3. Locate Copays and select the drop-down arrow next to it to open the copay section.

A message appears with an Add copay option.

4. Click Add copay. 

The Add Copay window appears.

5. In the Name field, type the desired name for the copay. 

6. In the Copay Type field, select the drop-down arrow to select a copay type.

7. In the Amount(s) field, enter the copay amount. 

Note: If there are multiple amounts, separate each amount with a comma. For example: 5, 10, 15, 20

8. Click Save.

You successfully added a copay. 


Update a Copay

Complete the following steps to make changes to an existing copay:

1. Login here  

Note: If you are still logged in from the previous section, skip to step 4 to complete the remaining steps. 

2. Locate and click General Tab.

3. Locate Copays and select the drop-down arrow next to it to open the copay section.

A list of current copay names should appear.

4. Locate the desired copay name you wish to make changes to, hover over and then click on the copay name

The Edit Copay window appears for the selected copay name.

5. Make changes to any of the fields, as necessary. 

Note: If you would like to delete the copay, click the Delete button and then select Confirm when prompted.

6. Click Save

You successfully made changes to a copay. 


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