All payments in Therabill should eventually be assigned to a specific service. However, you do have the ability to enter client payments as unassigned. An unassigned payment is a payment that is not associated with a specific charge. Instead, it is being held in a special account for the client called the unassigned account. This is a useful feature when you receive a client payment and you do not know at the time you received payment what sessions (charges) you need to apply the payment to (for example, the client maybe paying in advance or the client may be paying co-pays and you do not yet know how much their co-pay is). For more information on client payments and how to enter unassigned client payments, please see the video: Client Payments and Unassigned Payments in Therabill.
You may have entered a client payment and applied it to a therapy session (charge) and now you want to reverse that and move the payment into the unassigned account for the client. This article will go over how to take a client payment that you applied to a clients therapy session and move it in to the unassigned account for that client.
Unassign a Client Payment
Unassigning a client payment can be done through the payment search page.
- Put your mouse over Payments in the top green navigation bar.
- In the sub-menu, click on Search Payments.
You will now be at the payment search page. From this page, you can find any payment that you have entered in to Therabill. You will need to find the payment that you want to unassign on this page. Use the variety of search filters at the top of the page to help you find the payment. Once you have located the payment, click the delete icon associated with that payment. If the payment that you clicked the delete icon for was a client payment (only client payments can be unassigned) then you will now see a dialog box as shown in the image to the right. This dialog box gives you the ability to either unassign the payment, reassign the payment (please see: Reassigning Client Payments), or to delete the payment. For the purposes of this article, you will click the Unassign Pmt button (pointed to be red arrow in image to the right). Careful: Do not click the unassign payment button unless you are sure you want to unassign that payment. The unassignment of the payment happens at the moment you click the button.
The payment is now considered an unassigned payment (it is no longer applied to a specific service / charge). All payment meta information like post date, check date, check number is retained with the unassigned payment. This payment information will be applied in the future when you eventually assign this payment again.
What if I unassigned it and now I want to assign it to other sessions.
The payment is now an unassigned payment. You can now assign it to other therapy sessions through the batch client payment entry form. For information on using the batch client payment entry form, please see: Client Payments in Therabill.
If you know what therapy sessions you want to apply it to prior to having unassigned the payment, then instead of clicking the Unassign Pmt button, you can click the Reassign Pmt button. This gives you the ability to assign the payment to other sessions / charges in Therabill. For information on reassigning client payments, please read: Reassign Client Payment in Therabill.