Unapplied payments and how to resolve them

unapplied payments are payments that have been received but are not yet linked to any service line, invoice, or charge in eggmed, these payments are managed centrally to ensure accurate allocation and reporting where to find unapplied payments all unapplied payments are managed from billing → payments (payment posting) this is the only place where unapplied payments are visible and actionable at the top of the page, you’ll see total unapplied – all payments not yet allocated insurance unapplied – insurance payments awaiting allocation patient unapplied – self pay payments awaiting allocation why unapplied payments don’t appear on the client billing page client billing pages show finalized billing data only , such as charges invoices applied payments outstanding balances unapplied payments are treated as unassigned funds until they are allocated they will not appear on a client’s billing page until they are applied to specific service lines once a payment is allocated, it will immediately reflect in the client’s billing summary service line balances invoices and payment history understanding the payment posting table each payment row includes total – the full payment amount applied – the portion already allocated remaining – the unapplied balance allocate – where you assign the payment to charges a payment remains unapplied as long as there is a remaining balance resolving unapplied payments to resolve an unapplied payment 1 go to billing → payments 2 locate the payment with a remaining balance 3 click allocate 4 select the correct client and service lines 5 apply the payment to the appropriate charges 7 save your changes once allocated, the payment is no longer considered unapplied common reasons payments remain unapplied payer not selected payments marked as payer not selected must be updated before allocation partial allocations only part of the payment has been applied, leaving a remaining balance timing differences payments received before charges or invoices are created