Unallocated payments
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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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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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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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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I agree with everyone's complaint about the most recent billing upgrade and the difficulty it has caused in regard to "unallocated" payments. At least create steps to resolve these issues in a troubleshooting guide. Especially since there is no phone support after 7 pm EST, and on the weekend. It is embarrassing to have to explain to a client that I have to wait until Monday to resolve a payment issue. Limiting phone support to banker's hours is unacceptable because those that provide telehealth services usually require tech assistance outside of banker's hours.
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