Correcting an Unapplied Payment Posted in Error

To fix this problem, first, you need to post the unapplied payment, and then you can reverse it off. Please use the following steps:

1. Login to PracticeAdmin

2. Select the “Claims” tab

3. Select “Launch Billing” to load Billing Manager

4. Click on “Payments”

5. Select “ Payment Application“ 

6. Click on “ Batch” and select “ New”

7. Open the new batch with a $0.00 balance

8. Click New Payment, once you are in the batch; click the “Red Unapplied” payments button.

9. Select the patient you want to post the payment to. Highlight the patient and click OK

10. Highlight the service line you want to apply the payment to. Look to the bottom of the screen and make sure the amount is correct and then press the “+ add button”. The user will then be prompted to apply additional unapplied amounts to the next service line.

11. “Save” the payments in the batch.

     

Next reverse the payment using these steps:

1. Go to the patient, patient transaction history, and then the claim transaction detail for the DOS to which you posted the unapplied payment.

2. Click on the payment line, a box will open at the bottom of the screen.

3. Delete the amount that was entered for the payment and leave the amount box blank.

4. Click the “commit to preview” and you should see the reversal posted, if you agree with the totals and balances, click the commit preview.

5. Next Click on “Refresh data” to refresh the screen.