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Apply or Unapply an Insurer Payment

This guide is specifically regarding insurer payments. If you’re needing to know how to unapply a patient payment, you can view this guide: Unapply a Patient Payment

There are a number of reasons to want to unapply a payment from an insurer invoice - whether it be to create a credit towards that insurer, refund a payment, or even just temporarily unlink the payment from the invoice to edit some of the coverage details.

It’s important to note that an invoice cannot be modified without separating the payment first, and you can read more about this here: Editing an Invoice with Payment Applied

How to Unapply an Insurer Payment

Under Patients > Billing > Purchases, click the blue Insurer Invoice text in the middle column of the purchases.

In the invoice window that opens, look down to the Payment History, and click on the blue Payment # text to open up the payment details

In the payment window is a section that shows you what invoices this payment is currently applied to. You can click the chain-link icon to unlink the payment from those invoices.

Unlinking the payment will automatically put the payment as a credit on the account, where you can then process a refund if needed.

Or you can go back to the patient’s visit, edit the coverage, and then pay off the invoice again using the account credit you will now have on file.

How to Apply an Insurer Payment

If you see a credit on an Insurer account and need to apply a credit to an invoice the insurer is responsible for, you can do so by going to the Insurer’s account under the main Billing tab and clicking the insurer’s name on the left:

Clicking on the Insurer’s Credit area in the summary and clicking View on the payment with a balance:

On the payment, scroll down and click Apply on the invoice you want to use this credit towards

We hope this helps you work with your insurers’ payments, but as always, don’t hesitate to reach out to the Jane team if you need any further help with your billings at [email protected].

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