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How to Move a Charge from One Patient to Another

Sometimes, whether by mistake, a processing error, or by design, a charge needs to be moved from one patient to another. Crown makes managing payments extremely simple. 

To move a payment to a different patient, follow these steps:

  1. Log in to Crown.
  2. Click Transactions in the left-hand navigation menu.

Screenshot 2026-06-02 at 4.24.40 PM

  1. Locate the patient transaction you want to move.
  2. Click the three-dots on the right side of the transaction.
  3. Select Move Payment.

The Move Payment option allows you to reassign the transaction to a different patient record.