WebPT Ideas and Discovery

Current Process- when a transaction type patient refund is posted in Unassigned payments the sytem pulls from the most current payments with an Unallocated amount.

Problem- The refund may not be for the most recent payment posted

Suggestion- add an option to select which unallocated amounts you would like to refund or add an option on the company page to post refund from the oldest unallocated amount or the most current unallocated amount