Collections/Pre-Collections Overview

Collections/Pre-Collections Overview

Pre-Collections

Pre-Collections is 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 the minimum payment, 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 the 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 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.


Reports to Manage Pre-Collections and Patient A/R


Learn More

Add a Collection Agency

Send an Encounter in Pre-Collections/Collections

Set Action

Apply Action

Reset the Dunning Count from the Pre-Collections Worklist

Remove/Delete Encounters from the Pre-Collections Worklist

Create a Spreadsheet to Upload to a Collection Agency

Collection Agency Report (xlsx)

Collection Payments





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