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)
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
Reports to Manage Pre-Collections and Patient A/R
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 ...
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 ...
Send Encounters to Pre-Collections/Collections
Make a Pre-Collections List Before you Make a new list, make sure that all Set Actions have been applied. If you make a new list and select clear the current list, you will delete all Set Actions that have not been applied. The purpose of a new list ...
Delete Encounters from the Pre-Collections Worklist
An Encounter can be deleted from the Pre-Collections list before it is sent to Collections. Select the Encounters to Remove from the Collections List. Select the Set Action button. From the Choose Action dropdown, select Delete. Select the Run ...
Send an Employer to Collections
To send an Employer to Collections, Employer Collections must be activated. Ask Support or your Implementation Manager to activate this feature. Add an Employer to Pre-Collections Before an Employer can be sent to Collections, it must first be added ...