Unlink and Relink a Payment

You can link a payment to specific charges when you Post Charges in PCC EHR, or when you post payments in the Post Payments (pam) tool.

If you post a payment and later discover the procedure or payment was a mistake, you may need to “relink” the payment to different procedure.

Read the steps below to learn how to unlink and/or relink a payment to a charge.

Post the New, Correct Procedure

If you need to link the payment to a different procedure, begin by posting the new procedure. Run checkout, find the patient, and enter the correct physician and date of service. Do not repost the payment in checkout, as the payment is already posted to the account..

Run oops

Run oops for the account. You can do this from the wrap-up screen of checkout by pressing F4 – Correct Mistakes.

Press F6 and Select the Payment

Press ’F6′ – and enter the item number of the payment. Press Enter to continue.

Choose Whether to Unlink, or Relink

Next, oops will summarize the payment you selected, and allow you to relink it to another charge, or leave the payment unlinked.

If Relinking, Select Charges And Apply Payment

If you choose to relink the payment, Partner will show you a list of all charges on the account that still have balances. Select one or more charges and press enter.

Confirm Default or Allocate Payment to Charges

Next, you will see a payment screen, similar to pip or pam, which allows you to designate how much of the payment should be allocated towards each charge. Enter how much of the total payment should be applied to each charge.

If you wish to review details about account history or patient information, press F2 – View Account or F3 – View Patient.

Press F1

When you are happy with how the money is distributed, press F1 – Save Payments to confirm. You will be returned to the main oops screen where you can review your work.

Review Payment Allocation, Delete Old, Incorrect Charges

If you are satisfied that the new procedure has the correct code and date and that the payment is linked to the correct charges, you can press F8 – Delete Item(s) to remove any incorrect charges.

Here are some related articles in Billing and Practice Management > Edit Charges, Payments, and Encounter Claim Information:

Edit Encounter Charge Information and Generate a New Claim
Use the Correct Mistakes (oops) program to review an account's charge history, adjust the responsible party for a charge, change charge and encounter information, resubmit claims, and link or unlink payments. Correct Mistakes is part of PCC's under-the-hood Practice Management window (Partner).
Adjust Charge, Payment and Claim History
When you need to fix charge and payment errors, change the responsible party for an encounter, or alter encounter information that appears on a claim (such as diagnoses or prior authorization numbers), use the Correct Mistakes (oops) tool in the Practice Management window. After you make changes, you can resubmit claims. You can also use oops to research the complete billing and payment history for each encounter on an account.
Unlink and Relink a Payment
If you post a payment and later discover the procedure or payment was a mistake, you may need to "relink" the payment to different procedure.
Edit an Encounter’s Diagnoses, Billing Provider, and Other Claim Information
Your practice can enter a diagnoses, adjust the billing provider, and add other claim information when you Post Charges in PCC EHR. If you need to make changes later (and resubmit a claim), use the Visit Status screens in Correct Mistakes (oops) in the Practice Management window. You can change diagnoses, the billing provider, and adjust other important encounter information for a charge.
Change the Responsible Party and Copay for Charges
Your practice can adjust the responsible party for a charge and edit copay amounts when you Post Charges in PCC EHR. If you find out the patient's policy has changed, you can edit the charges later in Correct Mistakes (oops), found in the Practice Management window. You can change the responsible payor for any charge on any encounter, and change the portion of the charge that is the copay.
Enter and Review Encounter Visit Notes
Contents1 Add a Visit Note2 Review Visit Notes You can add and review visit notes for an encounter in Correct Mistakes (). A visit note is a text note for a specific patient, on a specific encounter date, used for internal purposes at your practice. The note is attached to all charges for the patient […]
Add an Attachment Code to a Claim
If a secondary insurance requires the EOB from the primary, or any claim requires a certificate of medical necessity, discharge summary, or other clinical documentation, you can add attachment codes to a visit’s charges, generate a unique attachment ID, and specify the attachment type and method.
Change an Encounter’s Billing Place of Service After Posting Charges
You can adjust an encounter’s place of service when you Post Charges in PCC EHR. Sometimes you need to change the billing place of service of an encounter after the charges have already been posted. Read below to learn how to change the billing place of service of a phone note, portal message, or visit […]
Change the Copay Due on a Charge
Learn how to change the copay due on a charge. You may need to do this after charges have been posted and a claim has been filed.
Review Payment History and Edit Personal Payments
You can review payment history by encounter, or see all payment history for an account. You can also edit personal payments that were posted incorrectly, or that are linked to the wrong charges.
Review Payment History and Edit Personal Payments
You can review payment history by encounter, or see all payment history for an account. You can also edit personal payments that were posted incorrectly, or that are linked to the wrong charges.

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