Create a Spreadsheet to Upload to a Collection Agency

Create a Spreadsheet to Upload to a Collection Agency

To create a spreadsheet to upload to a Collection Agency, you have two options:


Option 1

This option is best when Encounters are turned over to Collections individually from the Encounter Dashboard.

  1. From Statements, click In Collection.

  1. Use the Filter Criteria to narrow your search.

  1. Select the individual Encounters to be sent or choose Select All.
  2. Select Collection Agency Spreadsheet.

  1. Sent: Exclude
  2. Select the Include Selected Encounters. This is required unless a Transaction No. is used.
  3. Select the Update Records as Sent checkboxes.
  4. Click Run [F2].

 


Option 2
  

This option is best when Encounters are sent to Collections as a group from Pre-Collections. All Encounters will be assigned the same Transaction number.


  1. From Statements, click in Collection.
  2. Select Collection Agency Spreadsheet.

  1. Enter the Transaction Number.
  2. Sent: Exclude
  3. Select the Update records as Sent checkbox.
  4. Select Run [F2].

    


Update Records as Sent

When you select Update Records as Sent and run the Collections Agency Spreadsheet, the To Collections column updates to display the date and time that the Collection Agency Spreadsheet was created.


View the Collection Agency Spreadsheet

The spreadsheet contains all the information that the Collection Agency will need to collect from the Guarantor.

Columns on the Spreadsheet


Learn More

Collections/Pre-Collections Overview

Add a Collection Agency

Pre-Collections Worklist

Make a Pre-Collections List

Use the Select Function on Pre-Collections Worklist

Set and Apply Action on the Pre-Collections Worklist

Reset the Dunning Count from the Pre-Collections Worklist

Delete Encounters from the Pre-Collections Worklist

Place an Encounter in Collections

Remove an Encounter from Collections

Collection Payments



    





    • Related Articles

    • 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) ...

    • Collection Payments

      Collection Agency Setup The Collection Agency should be set up in the Insurance Library. Learn more: Pre-Collection/Collections. Post a Collection Agency Payment Create one receipt for the Collection Agency Payment. Even if it contains multiple ...

    • Manually Batch and Upload Statements

      Manually Batch Statements If you created a Test Statement Batch, delete it before creating your first Statement Batch to mail. Visit this link for documentation: Delete a Statement Batch. From Statements on the Left Side Menu, select Create Cycle ...

    • Enrollments: Create Enrollments Panel

      Create Enrollments Panel Home Dashboard > Actions Panel > Enrollments button > Create Enrollments Panel Enrollment Templates Begin the Enrollment process by creating your Enrollment Templates. Enrollment Templates are used to auto-fill the Forms. If ...

    • Manually Batch and Upload Electronic Claims

      Electronic Claims can be manually batched and uploaded. Ideally, you will want to use the Job Scheduler to create and upload your batches, but there will be instances where you will need to use the manual batch and upload method. Go to the Claims ...