Apply/Unapply Payment from the Patient Profile

Once a payment has been posted against an appointment you can no longer alter the appointment itself. If you find yourself needing to, you'll want to unapply the payment from the charge. This article will guide you through the process from the patient profile. If you need assistance with applying/unapplying a payment from a claim, please click here.

Patient Profile

First, you'll want to find the payment that is attached to the charge. You can do this by right-clicking on the charge and selecting View Credit Details:

A new modal will open with the payment information - including the date, description, total amount of payment and the total amount of the charge you've selected:

Once you have the date you can find the payment in the billing section, right-click on it and select Apply/Unapply Payment. To remove the payment from the charge, uncheck the checkbox at the end of the line:

Select OK and select YES to bypass the warning - we bypass the warning because once we are finished fixing the charge we're going to reapply the payment to the charge. Once this is complete, the charge will have a blue circle next to it which implies that is is now incomplete. You would now be able to reverse the charge and edit the appointment:

Once you are finished editing the appointment you can recharge it and reapply the payment to the new charge by right-clicking on the payment line and selecting apply/unapply payment again:

Check off the box at the end of the line and select OK.