Unreconciled Auto Apply Oldest Action
Feature Overview
⚠ OPTIONAL FEATURE
Unreconciled Auto Apply Oldest Action is not enabled by default. It must be manually added to the account by a developer or admin before it will have any effect.
What Is Unreconciled Auto Apply Oldest Action?
Unreconciled Auto Apply Oldest Action is a background enhancement to the payment auto-apply process. When enabled, it allows the system to automatically apply an unreconciled patient payment to charges even when the payment amount does not exactly match the patient's total outstanding balance — using a smarter, date-prioritized strategy instead.
How Auto-Apply Works Without This Feature
By default, the system will only auto-apply a payment if the unreconciled amount exactly matches the patient's outstanding balance. If the amounts don't match, the payment is skipped and left unreconciled.
What This Feature Adds
When this feature is enabled, the auto-apply logic gets an additional fallback step:
- The system first looks for charges with a service date that matches the payment date and prioritizes those.
- It then adds all remaining charges in oldest-first order (by invoice date, then service date, then claim number).
- The payment is applied across those charges until the unreconciled amount is used up — even if it doesn't cover everything.
In Plain Terms
Without this feature:
Payment only applies automatically if the amount exactly matches the balance owed.
With this feature:
Payment applies automatically to the oldest outstanding charges first, prioritizing any charges from the same date as the payment, regardless of whether the amount is an exact match.
Heads Up
- This feature runs in the background and requires no user action — it changes how auto-apply behaves when triggered.
- It only applies to patient payments with an unreconciled balance. Payments where the patient balance is zero will still be skipped.
- This feature only changes behavior when the exact-match condition is not met — if amounts do match, the standard auto-apply runs as normal.
Getting Access
This feature must be manually enabled on your account by a developer or admin. Contact your admin or support team to request access.