Unallocated payments

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Kathleen Burke

• November 11, 2022 20:48

I have to say that I am finding the new system of unallocated payments absolutely awful. I feel like I was just getting comfortable with using SP, and then they made this "upgrade." Every time I try to apply unallocated payments, I feel like I make it worse. It is not intuitive, and I don't like creating having to create "fake" invoices just to get rid of payment allocations. There has got to be a better way.

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  Raquel Rocha

  • November 13, 2022 02:08

  I've had to go into each client's account to make changes to balance it because I kept seeing all these unallocated payments. I totally feel your frustration and even started shopping around other EHRs. I feel a bit more steady now but now I found this other spot indicating insurance balance that I'm trying to figure out how to resolve. I wish the update was rolled out with the option to opt out. :/

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  Julie Rosinski

  • November 19, 2022 20:25

  I completely agree!  This has made more work for me and I feel like it is messing up my balances because it makes it look like a client has a credit when they actually are at a 0 balance.  I'm extremely unhappy with this. 

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  Debra K. Hirschberg

  • November 20, 2022 18:56

  I also find this upgrade to be very confusing and frustrating when I try to apply a current payment to a past amount due.

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  Katherine Heatherly

  • November 22, 2022 17:38

  I confirm everyone's previous statements; and when I seek to find an answer from someone else's question/post, an answer is not provided. The "answer" is "we created a help request for you". This is incredibly frustrating for me but also for my clients.

   

  Please post directions!

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  Jillian Wolf, PhD-HSP

  • November 28, 2022 20:02

  I agree with the above.  SP's response was to refund the client's credit card.  I will lose the credit card fees I have already paid only to get charged them again instead of offering a credit on the client's account.  The systems is completely counterintuitive and confusing.  I want the option to return to the way it was.  If I wanted to do this on my own, I wouldn't have an EHR that says it will do it for me.

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  Katerra E. Davis

  • December 14, 2022 18:58

  I cant stand the new billing upgrade.  I find it extremely difficult to use and time-consuming.  I loved the way it was.  It was totally user-friendly.  

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  Jennifer J. Allran

  • December 15, 2022 14:44

  It's horrible! Let us go back to the original system. This is confusing and time-consuming (the LAST thing we need)!

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  Joshua Christian

  • December 15, 2022 22:40

  To allocate this payment, select an unpaid invoice, open the invoice, check apply available credit (Which should be done automatically, its obvious...) and then click the green allocate credit button on the right.

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  Meera Kulkarni

  • January 13, 2023 23:18

  In first place why are you running insurance payment as patient payment? This problem will not be there.

  If the insurance has not paid yet then there is no invoice. If there is no invoice, there is no open balance.

  Even after 4 months you have not solved this problem. Very frustrating. 

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