This section explains the steps and reasoning for voiding an unapplied balance. When a payment is posted in IT Biller PRO the entire amount of the payment is in the unapplied status. If a portion of the check is applied the amount of the check can not be edited. If the remaining balance of the payment does not belong in IT Biller PRO it should be voided.
How do I Void an Unapplied Balance?
Note: Only use the Void option if the payment was never reported as revenue. If the Unapplied Balance is voided, it will not be reported against the monthly revenue. To accurately track revenue for the office an unapplied balance should be refunded in the event the payment was reported as revenue.
A good example for when an Unapplied Balance should be Voided is when a portion of the check belongs in the old practice management system.
Go to the list of unapplied payments.
From Billing > Payments > View Unapplied Insurance/Patient Payments
1. Hover mouse over PMT ID
2. Click “Void Unapplied Balance”
Payment Details
3. Enter dollar amount
4. Enter Note
5. Click “Yes, Void Unapplied Balance”
