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allocation

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13 comments

  • 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 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! This new feature has done the opposite of what providers... it requires that we do a bunch of manual accounting and problem-solving. The 'old' way was reliable, easy to use, accurate, and required almost zero effort from providers.

    For all group practices, please note: If you do not screen for all deleted invoices/claims and double invoices before closing pay period, this will cause you to pay your providers MORE than they actually earned! We do not want the accounting to get harder and lose money! The required manual adjustments and allocation is terrible and a timesuck.

    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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  • Melissa Nassaney

    I am new to SP and I do not have experience with the way it was before the allocation feature.  I too keep asking for help and for weeks I am told the same things -an explanation of what an unallocated payment is but no way to how to avoid it.  There needs to be better work flow videos ASAP and better trouble shooting and resolution videos. This is horrendous for someone just starting out with simple practice. Every week that goes by is more backtracking to fix!!!!! Hours of additional unnecessary work.

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  • Leah Nelson

    I agree with the numerous SP customers here. The allocation feature is no good. Not only has it made a mess of several of my clients who partial pay, but there is no easy way to tell what DOS corresponds with which invoice number. Like many others, I have wasted A LOT of time, deleting and recreating invoices, manually recording invoice numbers and corresponding DOS. Many of my clients, I have given up on trying to fix and therefore I now have inaccurate accounting.

    Please consider revising or removing this feature all together or doing some kind of client survey to understand how this feature is failing.

    Thank you.

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  • Natalie Cherry

    Can we PLEASE listen to your SP community and fix this ASAP! I agree, we spend unnecessary hours with "allocation". My clients billing is always super messed up by this feature. I refund a client for an overpayment, then I need to allocate a refund? That's ridiculous. Especially since there is no invoice you can apply a refund to. Please make this go away. It's not helpful. 

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  • Jeannie Manning

    I seriously am so frustrated with this system. I do NOT understand it. I have clients with 400.00 credits that are not there!! And then when I TRY to do what they say, I delete an invoice and then it increases the credit. I cannot stand this but it is an even more hassle to change systems; I am thinking about it though. SIMPLE PRACTICE, make it simple!!!

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