--- title: Collecting Patient Responsibility (copays, co-insurance, deductibles) for a visit description: Learn how to collect copays, co-insurance, and deductible payments from patients in the Prax Web App to ensure accurate billing. --- [Skip to content](https://learn.praxhealth.com/knowledge-base/collecting-patient-responsibility-copays-co-insurance-deductibles-for-a-visit#main-content) English - United States Show submenu for translations ![](https://learn.praxhealth.com/hs-fs/hubfs/PraxHealth_Logo_Horizontal_Purple.png?width=456&height=63&name=PraxHealth_Logo_Horizontal_Purple.png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English - United States Show submenu for translations - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [Prax Health Knowledge Base](https://learn.praxhealth.com/knowledge-base?hsLang=en-us) 2. [Canvas EHR](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us) 3. [Billing & Payments](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#billing-payments) # Collecting Patient Responsibility (copays, co-insurance, deductibles) for a visit ## A step-by-step guide for collecting patient responsibility, including copays, co-insurance, and deductibles, during a visit in the Provider Web App. ### **Notice:** We used to share instructions on how to collect patient responsibility on Canvas, but with the launch of our Provider Web App - we've made it easier for Providers and their teams to collect patient payments. --- ### **Provider Web App** 1\. [Find and click on your patient](https://app.praxhealth.com/patients) 2\. Scroll down to Payment Requests![](https://learn.praxhealth.com/hs-fs/hubfs/image-png-Sep-01-2026-08-10-06-9322-PM.png?width=670&height=174&name=image-png-Sep-01-2026-08-10-06-9322-PM.png) This is where you'll see if a Patient has a payment on file. We'll share instructions on how it appears if your Patient has or doesn't have a payment on file. **No Card on File** - Click **Collect Payment.** This will create an invoice to email to your Patient. ![](https://learn.praxhealth.com/hs-fs/hubfs/image-png-Sep-01-2026-08-15-20-9830-PM.png?width=377&height=260&name=image-png-Sep-01-2026-08-15-20-9830-PM.png) - Note: If you have access to the Patient payment card, you can instead enter by clicking **Add Card** and follow instructions when Card is on file. ![](https://learn.praxhealth.com/hs-fs/hubfs/image-png-Sep-01-2026-08-42-59-8770-PM.png?width=376&height=174&name=image-png-Sep-01-2026-08-42-59-8770-PM.png) - Enter the amount visit, description, and Patient email. Click **Preview**. - Confirm details and then click **Send Payment Request**. ![](https://learn.praxhealth.com/hs-fs/hubfs/image-png-Sep-01-2026-08-16-31-4440-PM.png?width=381&height=263&name=image-png-Sep-01-2026-08-16-31-4440-PM.png) - This will send the payment request to your Patient.  ![](https://learn.praxhealth.com/hs-fs/hubfs/image-png-Sep-01-2026-08-17-43-0928-PM.png?width=379&height=198&name=image-png-Sep-01-2026-08-17-43-0928-PM.png) - You can monitor on the Patient page for Payment status ![](https://learn.praxhealth.com/hs-fs/hubfs/image-png-Sep-01-2026-08-34-14-8413-PM.png?width=469&height=142&name=image-png-Sep-01-2026-08-34-14-8413-PM.png) - Your Patients will receive an email with your invoice. ![](https://learn.praxhealth.com/hs-fs/hubfs/image-png-Sep-01-2026-08-35-14-2486-PM.png?width=469&height=304&name=image-png-Sep-01-2026-08-35-14-2486-PM.png) - Notes: - Stripe invoices are only active for 7 days. - If a Patient doesn't respond, we do recommend messaging them on the Patient profile and re-send a new invoice. - For non-responsive Patients, check your terms on your agreement of financial responsibility. - When your Patient pays their invoice, the patient will be emailed a receipt and a receipt will appear under Documents of the Provider or Provider's staff that charged the card. **Card is on File.** - When you or a patient registers their payment card, you'll see a Card of file badge. **![](https://learn.praxhealth.com/hs-fs/hubfs/image-png-Sep-01-2026-08-45-52-1682-PM.png?width=670&height=114&name=image-png-Sep-01-2026-08-45-52-1682-PM.png)** - Click **Collect** Payment ![](https://learn.praxhealth.com/hs-fs/hubfs/image-png-Sep-01-2026-08-49-42-9825-PM.png?width=376&height=258&name=image-png-Sep-01-2026-08-49-42-9825-PM.png) - Enter the amount visit, description, and Patient email. Click **Preview**. - Confirm details and then click **Charge Card**. ![](https://learn.praxhealth.com/hs-fs/hubfs/image-png-Sep-01-2026-08-50-45-1312-PM.png?width=385&height=220&name=image-png-Sep-01-2026-08-50-45-1312-PM.png) - The Patient's card will be charged with an emailed receipt sent to your Patient and a receipt appearing under Documents of the Provider or Provider's staff that charged the card. You can monitor your Connected Stripe accounts for funds being transferred to your account. Normally Stripe has a rolling two business day delay. --- ### **Associating charges to visits** If you worked with our team to create self pay fees, then after you sign your chart using the respective structured assessment, you'll learn that after 11 am central that the patient's profile shows a visit When you collect payment, you'll see that you have the ability to select a visit: ![](https://learn.praxhealth.com/hs-fs/hubfs/image-png-Sep-01-2026-11-33-24-2283-PM.png?width=670&height=593&name=image-png-Sep-01-2026-11-33-24-2283-PM.png) - Note: You have the ability to select multiple visits you're collecting for more than one visit. --- ### **Creating custom charges** This is ideal for situations where you may want to charge for no-show fees, late fees, memberships, or other services - Click **Collect Payment** - Instead of Visit, select **Custom** - Enter details like mentioned earlier and submit payment request or collect payment --- ### **Failed Transactions** Stripe will tell you if a Patient's card declines when you log into your Stripe dashboard. [Reference](https://docs.stripe.com/declines/card). In these events, we recommend you do one of two things: - Message the patient directly on the Prax Web App or Canvas or - Send the invoice to your patient as a **Send Payment Request** Patients have the ability to change their payment card on their profile, but you can also remove the saved card. ![](https://learn.praxhealth.com/hs-fs/hubfs/image-png-Sep-01-2026-11-47-56-4776-PM.png?width=236&height=146&name=image-png-Sep-01-2026-11-47-56-4776-PM.png) Note: As a reminder, Stripe invoice links are only active for 7 days. If the Patient doesn't pay by then, you'll want to continue communication with the Patient and resend the invoice link. - [Canvas EHR](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#main-content) - [Getting Started](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#getting-started) - [Canvas EHR Basics](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#canvas-ehr-basics) - [Scheduling & Appointments](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#scheduling-appointments) - [Billing & Payments](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#billing-payments) - [Clinical Documentation](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#clinical-documentation) - [Patient Communication & Portal](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#patient-communication-portal) - [Patient Records & Management](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#patient-records-management) - [Automation](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#automation) - [System Tools, Utilities, Configurations](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#system-tools-utilities-configurations) - [Working with Teams](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#working-with-teams) - Home - Products - Pricing - Blog - Company [![](https://learn.praxhealth.com/hs-fs/hubfs/PraxHealth_Logo_Horizontal_Purple.png?width=456&height=63&name=PraxHealth_Logo_Horizontal_Purple.png)](http://www.praxhealth.com) [mailto:email@email.com](mailto:email@email.com) Copyright © 2026, Prax Health