---
title: I took a payment under the wrong patient? What do I do?
description: Learn how to correct payments applied to the wrong patient account in ChiroFusion, with or without OpenEdge integration.
---

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# I took a payment under the wrong patient? What do I do?

#### 👉**Part 1: Users without OpenEdge integration**

You have two options:

#### **Option 1: Transfer the payment to the correct patient**

1. If the payment was already applied to a visit, convert it to an **Unapplied Credit (UAC)**: 
     - Click the DOS → locate the **Patient Payment** → click the **⋮** **(3 dots)** → select **Convert to UAC**.
2. Close the encounter. The payment will now appear in the **UAC field**.
3. Click the **⋮ (3 dots)** on the UAC line → select **Transfer Payment**.
4. Enter the **correct patient name** and the **amount** → complete the transfer.

***Note: Although transferring a payment from the wrong patient account to the correct patient account is an option. This will not log a receipt in the correct patient account, since that is not where the payment originated. To provide proof of payment, you can share the patient’s account ledger.***

#### **Option 2: Delete the payment and reapply**

1. Note all relevant payment details (Credit Card, Check, Money Order) for documentation.
2. **If applied to a visit:** 
     - Click the DOS → in **Encounter Details**, locate the payment → check the box next to it → click **Delete**.
3. **If it is an Unapplied Credit:** 
     - Click **Date(s)** on the UAC line → in **UAC Management**, locate the payment → click the **3 dots** or **trash icon** (for bulk delete).
4. Apply the payment to the **correct patient account**: 
     - If the visit exists → use **Patient Payment**
     - If the visit does not exist → apply as **Unapplied Credit**

#### 👉 **Part 2: Users with the OpenEdge integration.**

#### Did you process a credit card payment through OpenEdge/Global Payments and realize it was applied to the wrong patient account?

#### Watch the video below for a step-by-step demonstration for different scenarios you may encounter.

 

 

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