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

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