How To Move a Payment to Unapplied:

 Go to the Claim Transaction Detail Screen for the Claim ID you are working on.

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" (it will be towards the top of the list).
3. 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.  
4. Next, click the "Commit Preview" button.
5. Then click "Refresh Data" and give the system a few minutes to post and update the patient's account.