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What PR Is Cancelable?

Cancelling PR removes it entirely, as if it never existed — so some PR can be cancelled and some can’t. Cancelable — PR created by your team, or not derived from a remittance:
  • Self-Pay PR created when your team collects self-pay payments
  • Custom charges your team created in Insights
  • Placeholder PR created when you collect up-front copay, coinsurance, or deductible (this can be cancelled, but is replaced once a remittance arrives)
Non-cancelable — once a remittance arrives, the PR derived from it can no longer be cancelled. You can still:
  • Write Off PR — reduce the amount due (the PR is still due, but you accept some/all won’t be paid)
  • Upload a new remittance — if the remit data is wrong, upload a new EOB/remittance and the PR updates overnight

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How to Cancel PR

  1. Open the patient’s profile and, on the Charges tab, click View Details on the charge.
  2. Click Cancel PR.
  3. In the window, select any or all parts of the PR to cancel, then click Confirm.
The cancelled PR no longer appears in the charges list.

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Troubleshooting

If the Cancel PR button is disabled but you expect the PR to be cancelable, hover over it for a tooltip. Most often the PR has already been paid — refund the payment first.

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FAQ

Cancelling erases PR that should never have existed; writing off keeps the PR on record but accepts it won’t be collected. Remittance-derived PR can’t be cancelled — write it off instead.