Add a Collection Agency

Add a Collection Agency

You must add a Collection Agency before working your Pre-Collections and Collections Lists.

  1. On the Libraries Dashboard, select the Insurances button.

  2. Select the Add Insurance button.

  3. For Type, select Collection Agency (CA) from the dropdown menu.

  4. Enter an Abbreviation for the Collection Agency. This abbreviation is used for Reports and on screens where space is limited.

  5. Enter the Insurance Name (Collection Agency Name).

  6. For Primary, Secondary, and Tertiary Form Type, choose HCFA.

  7. Complete the Address panel.

  8. Select Save [F2].



Learn More

  1. Collections/Pre-Collections Overview

  2. Place an Encounter in Collections

  3. Remove an Encounter from Collections

  4. Create a Spreadsheet to Upload to a Collection Agency

  5. Collection Payments

  6. Transworld Collections

    • Related Articles

    • Make a Pre-Collections List

      The purpose for making a new list is to update the list with the latest payment information. To navigate to the Pre-Collections Worklist, select Statements on the Left Side Menu, and then select the Pre-Collections button.  Make a List From the ...

    • Pre-Collections Worklist

      Generate a Pre-Collections Worklist There are two ways the Pre-Collections Worklist can be generated. The Pre-Collections list can be manually created. If no No Dunning Limit was selected in the Statement Profile, the Make List button can be used to ...

    • Set and Apply Action on the Pre-Collections Worklist

      Set Action The Set Action button can be used to perform specific Actions on multiple Encounters in one step. Use the checkboxes on the Encounter lines to select (if the Select function was not used) After you have selected all the boxes that you want ...

    • Create a Spreadsheet to Upload to a Collection Agency

      To create a spreadsheet to upload to a Collection Agency, you have two options: Option 1 This option is best when Encounters are turned over to Collections individually from the Encounter Dashboard. From Statements, click In Collection. Use the ...

    • Add/Modify Insurances in the Insurance Library

      When adding Payers to the Insurance Library, the System automatically creates numeric Insurance IDs unless you have elected to create your own. Create Your Own Insurance IDs Go to Admin > System Settings > General > INSAUTOASSIGN > NO. For example: ...