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Raney-Mills Turner, LPC, ATR

Hi there!   I have been using SP for years, and I really really don't like the new "allocated payments" feature.  Can I turn it off?   It's confusing, and my clients pay me differently that just paying each time.... and it makes a mess of my billing.  Please advise.  Why did yall add this? 

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Comments

9 comments

Date Votes
  • Kate Gotelli

    I couldn't agree more!  It has truly been a SIMPLE practice to use UNTIL they started this feature in my opinion and now those clients who have had adjustments made by the insurance company in their copayments and deductibles due have messy accounting for which I can't seem to reconcile even though they've paid me what they owe and no more once I've refunded them for any amount overpaid after insurance made an adjustment.  Would LOVE to have this removed.

     

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  • Patrice E. Green

    completely agree, I cannot get a straight answer on how to resolve.

     

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  • Gretchen Marsh

    What a mess....I had watched several videos this with no help.  I had to make a new blank invoice and then attached the unallocated to it....

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  • Troy McLennan

    Agreed--it was working just fine!

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  • Dr. Philip Higgins

    Agree agree agree! No idea why this feature was added, it was working just fine without and has created so much more confusion on my end.

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  • Lauren Miceli

    PLEASE REMOVE THIS FEATURE!! 

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  • Clayton Egli

    100% agreement! For all group practices, please note: Closing pay periods causes inaccurate accounting with providers, and requires manual adjustments and allocation (otherwise paychecks are erroneous!).

    To whom it may concern at Simple Practice - Please allow us to opt out of this new 'allocation' feature or get rid of it. This new feature has created HOURS of additional work for administration and is so confusing to explain to providers and clients. PLEASE HELP!

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  • Troy McLennan

    I agree--as a sole practitioner I have spent so much time trying to understand this feature and correct the situations that it is creating.  I had the accounting practices well in hand before this and am now spending time on something that is anything but simple. What I want is the option to opt out!  Please...

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  • Troy McLennan

    I have people in my practice that aren't even trying to figure it out or reach out for help...they are just going back to paper and pencil.  

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