Add a Collection Agency
Add a Collection Agency
You must add a Collection Agency before working your Pre-Collections and Collections Lists.
- On the Libraries Dashboard, select the Insurances button.
- Select the Add Insurance button.
- For Type, select Collection Agency (CA) from the dropdown menu.
- Enter an Abbreviation for the Collection Agency. This abbreviation is used for Reports and on screens where space is limited.
- Enter the Insurance Name (Collection Agency Name).
- For Primary, Secondary, and Tertiary Form Type, choose HCFA.
- Complete the Address panel.
- Select Save [F2].
Learn More
Collections/Pre-Collections Overview
Place an Encounter in Collections
Set Action
Apply Action
Remove an Encounter from Collections
Create a Spreadsheet to Upload to a Collection Agency
Collection Payments
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Collections/Pre-Collections Overview
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