Ability to pick specific payments to apply to specific dates
Currently we aren't able to apply specific payments to specific DOS. It would be nice to have the ability to select which date of payment and apply it to the specific date of service.
Comments: 16
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19 Oct, '21
ACThis would be incredibly helpful and provide some clarity to billing. Trying to explain the way this billing system works to patients is a nightmare!
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12 Apr, '22
Mary MergedThe patient accounting tab would be so much more functional if we were able to customize where we post UACs. So the payments would reflect the same service the charge was for and the date it was taken instead of pull from the oldest UACs.
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13 Apr, '22
ChiroFusion System"Applying specific UACs to specific DOS/extra charges" (suggested by Mary on 2022-04-12), including upvotes (1) and comments (0), was merged into this suggestion.
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27 May, '22
Nadine Letcher MergedAs the system is now, when you post unapplied the system just takes whatever monies it wants. Would be nice to be able to choose what unapplied monies go to what charge. A simple check box would be good
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27 May, '22
Patrick Ingram Admin"Ability to post exact payments from Unapplied to charges" (suggested by Nadine Letcher on 2022-05-27), including upvotes (1) and comments (0), was merged into this suggestion.
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26 Oct, '22
Carrie Ousley MergedWhen posting from the UAC's, it is randomly assigned, so when printing out a detailed payment ledger for a patient, it often appears that payments were made on dates other than the date of service. This is very problematic when patients need detailed receipts for HSA/FSA accounts.
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27 Oct, '22
ChiroFusion System"Be able to pull the exact payment from unapplied credits." (suggested by Carrie Ousley on 2022-10-26), including upvotes (1) and comments (0), was merged into this suggestion.
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06 Jun, '23
Lori MergedI wish there was a way from the UAC management screen to apply the money directly to the visit you want it to apply to. If for some reason you have unapplied money and need to give a receipt and don't get it applied directly when you are putting the payment in, the payment might not get applied to that date. For example, you are busy and just enter the money into the UAC, and don't get it applied or are unsure of the correct copay. When you go back into the account, you might not have the date of payment match the charges, which could cause problems with FSA account records. It also is impossible to do a family share receipt that would be acceptable to an FSA account because only the person you put it under gets the payment info (unless it's cash or check). FSA doesn't want to see 3 payments applied to 1 visit, they want both to match exactly.
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16 Jun, '23
ChiroFusion System"Applying payments and printing FSA acceptable receipts - UAC management screen" (suggested by Lori on 2023-06-06), including upvotes (1) and comments (0), was merged into this suggestion.
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25 Apr, '25
Ashley MergedCurrently, trying to apply UAC to multiple visits/items applies in incorrect order... sometimes descending, sometime ascending. So, dates of service and payment dates are a mess. An option to select a specific UAC(s) and match to a specific item(s) would make the billing section much neater for this feature. Additionally, sometimes people make a partial card/partial cash payment which would be easier to apply if this selection was available.
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02 May, '25
ChiroFusion System"Allow to choose specific UAC to apply to specific date of service/item" (suggested by <Hidden> on 2025-04-25), including upvotes (1) and comments (0), was merged into this suggestion.
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15 May
Kris Moulton MergedCurrently, unapplied credits (UACs) appear to apply strictly based on entry order rather than allowing the user to select which charge, item, or date of service the credit should be attached to.
This creates workflow and ledger issues in situations where payments are collected before documentation is finalized or when non-visit items are sold separately.
Example:
A patient pays $75 for an office visit before the doctor note is completed
A UAC is temporarily created for the visit payment
Later the patient purchases $70 in supplements as a separate transaction
At that point, the supplement charge cannot properly use the supplement-related UAC if an earlier visit-related UAC exists first in the queue. The system forces credits to apply in chronological order instead of allowing the office to select the intended charge/item.
This creates several problems:
-UACs and completed notes/charges can become out of sync
-Supplement or retail purchases may appear tied to unrelated -
22 May
ChiroFusion System"Make UACs Selectable by Charge or DOS Instead of FIFO Only" (suggested by <Hidden> on 2026-05-15), including upvotes (1) and comments (0), was merged into this suggestion.