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Unallocated client payments

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  • Sara

    Hi Patrice,

    Here is a helpful Help Center guide on how to resolve these issue: How to resolve unallocated insurance payment amounts. If you still need more specified help after looking over this guide, I recommend creating a Help Request so that our Customer Success team can offer specialized assistance. Click on the ? icon in your account > Ask Questions > No > Contact Support > Send an Email Request.

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