I feel like there should be away to select allocations to be done on the entire account and the adjustments be put in under the correct family member. This saves time and makes so you don't have to go patient by patient. Or what would be even better is if we could do allocations by providers in one swoop and it apply to all affected accounts. you are able to track it, make it so we can move it easily. like with the month end.
Thank you for the recommendation, we are always looking for ways to improve the product. we will consider this for a potential future release.