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Quicken Community / Forums / Quicken Medical Expense Manager / Reports and Printing / What is the "copay" check box for? /
What is the "copay" check box for?
Aug 13, 2006 01:12 pm

[tessgold]
tessgold
California
Total posts: 7
Quicken Deluxe 2006
Windows XP
 I've been wrestling with this all day now and am still confused.

When I am entering expenses and am in the "My Payments and Copays" window, there is a checkbox for "Copay." But I can't figure out what it does. Checking it or unchecking it doesn't seem to have any effect on what shows up on the "Deductibles/OOP Max" report.

I created an expense with 2 services and checked the box on one and left it unchecked on the other. But when I looked at the report it showed that both amounts were applied toward the deductible.

Can somebody explain really slowly what the box is for?

Thank you, from one of the slower member of the class. I think I'm going to like this software if I can ever get it figured out.
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[Wayward]

Total posts: 124
Number of years using Quicken: 10+ years
Quicken Deluxe 2008
Windows XP
This is a new post #6
of 8 		Re: What is the "copay" check box for?
Aug 16, 2006 11:41 am 
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tessgold said:

Thanks for the pep talk Wayward. I've been trying to


get this all sorted out before I start entering my


expenses so I don't have to go back and make


corrections on each one later.






I'm only going back to last January at first, but


that still means I've got a lot of entries,


especially for prescriptions, so I want to be as


efficient as possible.


When entering prescriptions, there is usually a lot of repeating data. Don't forget that you can use the Duplicate function to help move things along.

In the main Expense Log, click Edit and then Duplicate Expense. This will duplicate the line item ... then all you have to do is change the date. It helps a lot with repeating monthly prescriptions.

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[slcronin]
Ohio
Total posts: 2
This is a new post #7
of 8 		Re: What is the "copay" check box for?
May 22, 2008 04:23 am 
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My insurance plan does *not* apply copays to my deductible (and I'll bet a lot of them don't). The fact that the copay checkbox doesn't do anything makes the Deductibles/oop max report nearly useless to me, since it automatically applies all copays to the deductible, even though that's not how things work for me.

Are there any plans for an update to make this an option, so I can actually use that report?

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  • slcronin (May 22, 2008 6:23 am)



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    [slcronin]
    Ohio
    Total posts: 2
    This is a new post #8
    of 8         		Re: What is the "copay" check box for?
    May 22, 2008 05:23 am 
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    Never mind. I found the workaround in the help files, finally. All is well, now. :)

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