Moving patient payments

To move money from Unallocated Payment and associate it to an appointment, click on the circle over on the right of the payment amount, sometimes referred to as a radio button. Once you click on the radio button, a Move ...

When you are working on patient appointments in the Live Claims Feed, you may notice that a patient has money in their unallocated that would either pay off or pay towards another appointment. You can easily move the money while in the appointment ...

If there is an overpayment on a patient's account, you can hold the payment in a central location for a future visit. We call it "unallocated". You can also think of it as an account you would have at a bank. The money sits there until you do so...