Allocated and Unallocated payments

Articles

Allocated vs Unallocated Patient Payments
A very convenient feature of DrChrono's patient payment section is the ability to "hold" patient payments, without associating it to a specific patient appointment. This is especially helpful if a patient pre-pays for a service. Here is a b...
Refunding an Unallocated Payment
In the event you need to refund an unallocated payment in a patient's account, you can do so with just a few steps. First, navigate to Billing > Patient Payments Search for the patient you need to refund the unallocated pa...