Horrible problems with payment/unallocated funds/invoices

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Michael Troy, LCSW

• November 15, 2022 15:01

I have been trying for two months now to learn the new system for recording payments. In particular, the "unallocated funds" feature is a complete nightmare to deal with. Why if there is a credit on a patient's account does it not get assigned to their outstanding invoice? There is no benefit to this that I can discern. AND it is causing patients to receive entirely incorrect notifications that they need to log in and pay, when they actually have a credit on their account. Additionally, this has happened to two of my patients for whom I have specifically set up "no invoice notifications." Why is the system sending invoices to people when I have specifically checked that they shouldn't be invoiced? I am seriously considering leaving SP if you cannot manage to improve the work flow around these issues.

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  Pat Taylor

  • December 15, 2022 23:23

  Unallocated funds/invoices is a BIG problem.

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