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

Transworld Collections



    





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