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Move a payment to another patient

Move a payment from one patient to another, and see how the move reaches your practice-management system.

If a payment was recorded on the wrong patient, you can move it to the right patient in Crown.

Note:
A payment can't be moved while it's attached to an active payment plan or membership.

Move a payment

  1. Select Transactions in the left menu, then find the payment.
  2. Select ... on the payment's row, then select Move Payment.
    The action menu on a transaction with Move Payment highlighted
  3. Search for the patient you're moving the payment to, then select Search.
  4. Select the patient.
  5. Select Move Payment to finish.

Update your practice-management system

  • Dentrix and Eaglesoft: the payment moves to the new patient automatically.
  • Open Dental: due to a limitation of Open Dental's official API, Crown can't move the payment in Open Dental. Move the payment to the correct patient in Open Dental yourself, or contact Moolah support and we'll push it to Open Dental so it posts to the correct patient. Chat with us in Crown, call 800-625-1670 or email support@moolah.cc.