WebPT Ideas and Discovery

It would be helpful to control what payments are used to fill open balances in situations where a patient has money available in their account, rather than having the system automatically tie the oldest payments to the balance i’m trying to close out. For example: we have a patient with money available in her account. Our office admin took a copay a few days ago but did not assign it. I want to assign the copay mad a few days ago to the session of the same date. But the system is taking money from the open balance and applying it to the session from a few days ago. This creates confusion and unnecessary legwork trying to figure out why a payment made last month is being applied to an appointment from just a couple of days ago.