allocation
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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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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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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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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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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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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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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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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