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.