Move Payment to Unapplied in CTD

Move Payment to Unapplied in CTD

From the Claim Transaction Detail Screen for Claim ID XXXXXXX

1. Click on the Payment Line (Patient or Insurance) that you want to move to unapplied.
2. In the box that opens below use the list drop-down next to Transaction: and pick Move Payment to Unapplied (will be towards the top of the list).
3. Click the Add to Preview button.
4. Unapplied Reason pop up box is displayed, select a reason for the unapplied that is the closest fit, select ok.
5. Click the Commit Preview button, or Undo if not correct.
6. Click the Refresh Data and give the system a few minutes to post and update.

    • Related Articles

    • Post Payment / Move Payment from Unapplied

       Here are the steps for posting Unapplied Payments: 1. Unapplied payments can be posted using the Payment Application. You can get there by clicking on Payments, Payment Application.  2. Now Click on Batch, then select New to make the Batch Proof ...

    • How do you post a patient pre-payment deposit paid at the time of service in Unapplied?

      ProviderSuite gives users the options to either post pre-collected copays/coinsurance/deductibles to a patient's claim, to a claim as "unapplied" or to the patient's unapplied funds. If you find yourself reversing these pre-collected payments due to ...

    • Moving a Payment to Unapplied

      How To Move a Payment to Unapplied:  Go to the Claim Transaction Detail Screen for the Claim ID you are working on. Click on the Payment Line (Patient or Insurance) that you want to move to unapplied. In the box that opens below, use the list ...

    • "Old" versus "New" Unapplied Method

      With the release of ProviderSuite 8.0 in 2019, only the "New" Method will continue to be supported. All remaining accounts using the "Old" method will be migrated to the "New." Here are the key differences between the "Old" and "New" methods: ...

    • VOID or REFUND Unapplied Payment New

      Here are the Steps to Void or Refund a patient's unapplied payment. 1. Click on Payments (top left corner). 2. Select Payment Application. 3. Select Unapplied Payments. 4. When the Box opens, enter the Patient Name or Account Number. 5. Click the box ...