Understanding Unallocated Amounts
The unallocated amount is the running balance used to keep track of a patient's available funds, specifically the amount still available.
When you add an insurance payment and the payment amount, you will notice that the amount in the adjacent Unallocated field will initially match the payment amount. In the example below, when I enter $200 in the Payment field, the Unallocated field will also show $200 (until I allocate it to a session).
The goal is get the unallocated amount to $0.
As you start allocating payments to sessions, the unallocated amount goes down by the amount you allocated to each session. As shown in the example below, when I allocate $100 to the first session, the amount in the Unallocated field decreases to $100. And, after I allocate the last $100, the Unallocated field now shows $0.
Why do I have a negative unallocated amount?
A negative unallocated amount happens when you have allocated more money to the sessions than the full amount of the payment you received. In the example below, you'll see that I have a payment of $200, but I allocate $300 which results in a negative unallocated amount. Since the goal is to get the Unallocated field to $0, you should only allocate the amount available.