Unlinking Transactions

To make account adjustments, you may need to unlink a transaction. Once unlinked, the payment, refund, or credit can be reapplied to the account.

Unlink a Transaction

Method One: From the Billing Activities Page

1. Click on Billing (top left navigation).
2. Click on the Transactions tab (on the left).
3. Click on the Transaction (for example, TRN-3).
4. Click on the Unlink Button.
5. Click Yes, Unlink.

Method Two: From the Patient Profile Page

1. Click on the Patient's name.
2. Click on the Billing tab.
3. Click on the Transactions header.
4. Click on the Transaction (for example, TRN-10003).
5. Click on the Unlink Button near the bottom of the page.
6. Click Yes, Unlink.

Method Three: From an Appointment

1. Click on an Appointment from the calendar.
2. Click on the Invoice (for example, INV-3).
3. Click on the Transaction (for example, TRN-10003).
4. Click on the Unlink Button near the bottom of the page.
5. Click Yes, Unlink.

Important Note: Unlinking a transaction will move a payment into an account credit. If you have unlinked a transaction and want to apply it as a credit towards another invoice, further actions may be required within the system.