Posting an Unassigned Payment

Unassigned payments (UP) are typically payments received prior to charges being posted to an account for services rendered. A co-pay or deposit is a type of unassigned payment, which is usually posted when the patient arrives for his or her appointment.

Payments may also be posted as unassigned if they are duplicate payments or overpayments that are intended to be refunded to the payer. The payments are credit transaction and will result in a negative due amount to an account. If the unassigned payment is a pre-payment such as a deposit or co-pay it will be applied to the charge(s) after the case has been performed and billed using a process called Allocation of Payment. If the unassigned payment is an overpayment or duplicate payment, a refund will generally be done to return the overpayment to the appropriate party.

Unassigned Payments are posted using the Unassigned Payment dialog, accessible from the following locations. (This dialog is called the Co-pay/Deposit dialog when you access it from the Demographics module, but it is the same dialog.)

Accessing the Unassigned Payment dialog

To post an Unassigned Payment

  1. After accessing the Unassigned Payment dialog (see the link above that corresponds to the module in which you are working), and selecting a patient record, complete at least the Mandatory fields on this dialog. The values in the Information section at the top of the dialog default in and are not editable.  
    • Transaction Date
    • Case Date / Name
    • Billing Group (Mandatory)

    • From (Mandatory)

    • Provider

    • Facility

    • Amount

    • Journal Code (Mandatory)

    • Type (Mandatory)

    • Active

    • Note

    • Print on Statement

  2. After completing the fields on the dialog, select one of the following options:
    • Save & Print
    • OK

    • Cancel

 

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