Collections/Pre-Collections Overview

Collections/Pre-Collections Overview

Pre-Collections

A process that allows a practice to manually or automatically queue Encounters to review for possible referral to Collections.

  • The Pre-Collections list can be manually created. If you selected No Dunning Limit in the Statement Profile, you can use the Make List button to manually create a Pre-Collections Worklist.
  • The System will auto generate a list which is created when a statement has reached the maximum Dunning Count. If a Patient pays a partial payment, and it meets the setting for minimum payment, then the dunning count is reduced by 1. This prevents the Encounter from going to the Pre-Collections Worklist.
  • The Pre-Collections List can be sent to Collections which moves the List to the Collections List. An Excel document can be created from the Collections List.
  • The zero-balances can automatically be removed from the Pre-Collections Worklist when the Statements are run by using a System Setting, (Admin > System Settings > Statements > REMOVEZEROBALANCEPRECOLLECTIONS)
    • Yes and (---): Remove all zero balance encounters from Pre-Collections
    • No: Leave all zero balance encounters in the Pre-Collections worklist

  

Pre-Collections and Statements

If all of the Patients' Encounters under a Guarantor are in Pre-Collections, the Guarantor will not receive a Statement. If the Guarantor has any Encounters that are not in Pre-Collections and that are eligible to be billed on Statements, the Encounters that are in Pre-Collections will be included on the Statement.

Collections

Adding an Encounter to Collections removes it from your A/R whether it is sent to internal Collections or an outside Collection Agency. There are 3 options for sending Encounters to Collections. Learn more at Place an Encounter in Collections.
  • Option 1: Use the Pre-Collections functions on the Pre-Collections Worklist using the Set and Apply Action buttons.
  • Option 2: From the Encounter Dashboard, use the To Collections button.
  • ​Option 3: From the Patient Dashboard, use Select Actions in the Balance panel.

Collection Agency

Add a Collection Agency to the Insurance Library before working your Pre-Collections and Collections Lists.

    • Related Articles

    • 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 ...

    • 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 ...

    • 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 ...

    • Delete Encounters from the Pre-Collections Worklist

      Select the Encounters to Remove from the Collections List. Select the Apply Action button. Choose Action: Delete. Select Run. This step Marks the records for deletion. Select the Apply Action button. Apply Actions shows the number of Actions that ...

    • Pre-Collections/Collections FAQs

      Pre-Collections/Collections FAQs Do Encounters in Pre-Collections get billed? If the Guarantor meets the requirements to receive a Statement and has Encounters that are not in Pre-Collections, then the Encounters that are in Pre-Collections will be ...