WebPT Ideas and Discovery

If a patient has an unapplied amount in their account it should not be taken off of the balance on the patient's statement. Usually the unapplied amount is there to go towards DOS that have not processed yet. Currently if you run a statement and the patient has money that hasn't been applied anywhere it takes it off the total balance at the top of the statement. So patients are receiving statements with incorrect balances. It is very hard to then explain this to the patient when they receive another statement in the future for copays they have already paid, or DOS they have already been billed for because the last statement they were sent had the wrong balance.