Note: Auto Allocation must be enabled by your account manager.
Once auto allocation is enabled, you'll notice an "Auto fill" button toward the upper right side of the screen:
Once you see that button within your account, you'll be able to auto fill your balances.
- If an appointment is associated with a payment, payments will only be allocated to line items associated with that appointment. Otherwise, all payments can be auto-allocated to all appointments.
- Oldest payments will be allocated to oldest line items
- Payments will only be allocated to appointments if the provider that owns the appointment has auto-allocation enabled.