Primary account problem- for unallocated money

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  • Idea
  • Updated 4 years ago
Un- allocated funds going to the "Default account" instead of the "Primary account"

Family - (all on EPC plans) The Mother pays accounts for anything that is not covered by epc such as orthotics.  
The problem arises when we take a deposit for the orthotcis- the unallocated money does not go to the primary account, the bills for orthotcis do but  any un-allocated money goes the default account (which could be medicare)  we need to be able to transfer money from one account to another, or it needs to go to the Primary account.

This takes a lot of time to delete transactions and reenter them
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Hugh Matthews Podiatry- Ballarat

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Posted 4 years ago

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Rachel Bruce

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When taking the unallocated payment, you can select for it to go into which ever account you want by selecting the account from the Account drop down box when entering the payment.

You just have to remember to do that when taking the payment which can be a challenge but you get used to it over time. I know I did.
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Andrea

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I don't have access to Front Desk right now, but can't you change these by Edit Transaction from the transaction tab?  I'm pretty sure I've swapped transactions between accounts before, perhaps unallocated payments are different?
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Andrew, Community Manager

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Hi Andrea

It is that simple to change the account on standard transactions, however as you have guessed unallocated credits do work differently.
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Hugh Matthews Podiatry- Ballarat

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I have selected the primary account in the patient file, this is then paid for by the wife and that works.  The un-allocated amount, I don't have a choice where that goes in the wife's account, as its automatic and goes to the default not the primary
 
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Andrew, Community Manager

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Hi Taffy

Working with unallocated credits across linked patients can be confusing, however it does work, it's just important to note how it works.

With linked accounts there is the 'parent' account, and the 'child' account(s). As you have found when adding an unallocated credit from a 'child' account, it will always place the credit on the default billing account, which is the 'Primary' account by default but can be changed.

If the 'Primary' account is not your default account, the credit will be listed separately to your billed items, but the credit can still be used across accounts regardless when billing or making payments from the linked file.

We are open to suggestions if you feel this should work in a different way. I have converted this post to an 'Idea' to allow other users to express their interest in changing this functionality.