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Unallocated payments



  • Raquel Rocha

    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

    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

    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

    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

    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

    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

    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

    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

    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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