Payments and UAC to auto apply

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• 30 Jan, '22
  ChiroFusion System

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  "Auto Post Payments from Unapplied Charges" (suggested by Rebecca Jacko on 2022-01-25), including upvotes (1) and comments (0), was merged into this suggestion.

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• 30 Nov, '20
  Ashley

  or at least make it a balance per date (not a continuous total if more than one UAC is available). Payment application becomes difficult (and inaccurate on reports) if UAC is applied to various services/products

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• 18 May, '21
  CGF Merged

  This would be a great time-saver!

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• 24 Jun, '21
  ChiroFusion System Merged

  "Auto apply unapplied credits to patient responsibility" (suggested by Matt on 2021-06-24), including upvotes (1) and comments (0), was merged into this suggestion.

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• 24 Jun, '21
  ChiroFusion System

  "Auto-apply UAC when Insurance Pays" (suggested by Amanda on 2020-01-13), including upvotes (18) and comments (2), was merged into this suggestion.

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• 25 Jan, '22
  Rebecca Jacko Merged

  When a patient has an unapplied credit it should auto post once a charge is entered so we do not have to go through and apply the unapplied manually!!!

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• 29 Mar, '22
  Rebecca Merged

  Auto post unapplied payments to patient balance once approved or returns from ins.

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• 31 Mar, '22
  ChiroFusion System

  "Auto post unapplied payments to patient balance" (suggested by Rebecca on 2022-03-29), including upvotes (1) and comments (0), was merged into this suggestion.

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• 28 Jun, '22
  Abby Merged

  It would be extremely helpful if the unapplied credit payments automatically got applied to the "patient payment" charge because it shows the wrong balance/credit when trying to send out statements

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• 28 Jun, '22
  Dr. Kathryn

  Please! We waste so many man hours applying credits. This would GREATLY enhance office flow!!!!

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• 01 Jul, '22
  ChiroFusion System

  "Unapplied Credit to Patient Payment" (suggested by Abby on 2022-06-28), including upvotes (1) and comments (0), was merged into this suggestion.

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• 03 Oct, '22
  Rebecca Merged

  Have the system auto post patient payments to the oldest date owed.

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• 06 Oct, '22
  ChiroFusion System

  "Auto Post Patient Payments" (suggested by Rebecca on 2022-10-03), including upvotes (1) and comments (0), was merged into this suggestion.

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• 31 May, '23
  Dr. Bateman Merged

  If payments were applied to DOS rendered automatically, we would not be wasting time trying to find missing payments. The service that was not paid for would be the remaining charge.

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• 02 Jun, '23
  ChiroFusion System

  "Apply payments automatically to DOS" (suggested by Dr. Bateman on 2023-05-31), including upvotes (1) and comments (0), was merged into this suggestion.

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• 25 Jul, '25
  Mary Merged

  We really need to be able to apply the copay immediately without having to bill insurance first. It confuses the patients when we apply money from the UAC and it shows a different date.

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• 01 Aug, '25
  ChiroFusion System

  "Apply UAC immediately." (suggested by <Hidden> on 2025-07-25), including upvotes (1) and comments (0), was merged into this suggestion.

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• 11 Mar
  Nichole

  I agree this would save our office so much time. I have used numerous systems in the past and I have never had to wait for the visit to be entered to enter the payment for that day.

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