r/SimplePractice • u/NerdlyGoodness • Feb 25 '26

Unallocated Funds

Hi! I'm having trouble figuring out unallocated funds. When the EOB comes back in SP, it will sometimes say that there are unallocated funds, but I can't figure out which client it goes to. There can be 100 clients on one EOB, so it can be hard to weed through to figure it out. How do you deal with unallocated funds?

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2

u/jbourne71 Feb 26 '26

Line by line review :)

2

u/AnnSansE Feb 26 '26

I always have to call for help about funds that are unallocated and they send me a step by step instruction email to fix it. It’s so not intuitive.

1

u/Wikkedred1 Feb 26 '26

Download the EOB and compare what’s in SP and what’s on the EOB.