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 drop-down next to Transaction: and pick "Move Payment to Unapplied" (it will be towards the top of the list).
- Then click the "Add to Preview" button, which will prompt the "Unapplied Reason" pop up box list and please select a reason for the unapplied payment that is the closest fit, then select OK.
- Next, click the "Commit Preview" button.
- Then click "Refresh Data" and give the system a few minutes to post and update the patient's account.
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 ...
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 ...
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 ...
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 ...
"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: ...