We are currently updating the OP Help Center content for the release of OP 14.19 or "OP 19". OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Unapplying Applied Payments to a Claim

Version 14.19
Path: Clinical, Billing, or Practice Management tab > Patient Chart button

Overview

Office Practicum allows you to delete a payment that has been posted to a claim. Upon doing so, a patient or payer credit for the deleted/retracted amount will be created for the patient if that payment was an archived, or daysheeted transaction. Archived transactions appear in black text. Follow the steps below to void a daysheeted payment from a claim.

Un-applying an Insurance or Patient Payment

  1. Navigate to the Patient Chart.
  2. Search for and select the patient whose payment should be removed.
  3. Click Claims.
  4. Select the particular claim and click on the plus sign to expand and view all transactions associated with that claim.
  5. Select the payment that should be removed 
  6. Click the Void button. OP will remove the applied payment from the claim (so that the balance is now due) and create a patient or insurance credit for the voided amount.
Note: Please note that if all Insurance payments and adjustments need to be removed, Highlight the Claim Line Date of Service and click the Recoupbutton to void all corresponding Insurance Payments and Adjustments.
Version 14.10
Path: Smart Toolbar > Account button

Overview

This process requires using both the Review Patient's Claims form (Claims tab) and the Patient's Credit Account. Office Practicum allows you to delete a payment associated with a claim and OP will automatically create a patient or payer credit for the deleted/retracted amount.

Un-applying an Insurance or Patient Payment

  1. Open the Patient's Account button on the Smart Toolbar.
  2. Click on the Claims tab.
  3. Select the particular claim, then click on the Plussign to view all transactions associated with that claim.
  4. Click on the payment that is needing to be removed from a claim and click on the -Void button at the top of the window.
Note: Please note that if all Insurance payments and adjustments need to be removed, Highlight the Claim Line Date of Service and click on the Recoupbutton to void all corresponding Insurance Payments and Adjustments.
  1. OP will remove the applied payment from the claim (so that the balance is now due) & simultaneously create an insurance credit for the voided amount.