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 to the left of the Unapplied Payment you want to Refund or Void.
6. The Date Received field will automatically default to today's date; however, you can change it if needed.
7. Click Refund or Void as needed.
8. This will remove the unapplied payment.
The audit trail of these transactions can be found in our Unapplied payments by Accounting, or the Unapplied Payments feature under the Patient tab. Search for your patient, and the history will be shown.
Removing Unapplied Payments (New Method)
Removing Unapplied Payments (New): To remove Unapplied Payments (New), please use the following steps: Login to PracticeAdmin Select the “Claims” tab Select “Launch Billing” to load Billing Applet Click on “Payments” Select “Payment Application “ and ...
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 ...
Unapplied Payment Posted in Error
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: Login to PracticeAdmin Select the “Claims” tab Select “Launch ...
"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: ...
How to Delete or Void a Claim
Deleting or Voiding a Claim Unreleased claims can be Deleted, Released claims cannot be Deleted, they can only be Voided. Released claims with payments applied cannot be Voided until those payments are reversed or removed. Deleting and Voiding are ...