Add a Collection Agency

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

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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