Delete Encounters from the Pre-Collections Worklist

Delete Encounters from the Pre-Collections Worklist

An Encounter can be deleted from the Pre-Collections list before it is sent to Collections.


  1. Select the Encounters to Remove from the Collections List.

  1. Select the Set Action button.
  2. From the Choose Action dropdown, select Delete.
  3. Select the Run button.

  1. Select the Encounters for Deletion if they are not already checked.
  2. Select the Apply Action button.
  • Apply Actions shows the number of Actions that will be applied.
  1. Select Run.
  • This step removes the records from the Pre-Collections Worklist.


Learn More

Collections/Pre-Collections Overview

Add a Collection Agency

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

Pre-Collections Worklist

Place an Encounter in Collections

Remove an Encounter from Collections

Create a Spreadsheet to Upload to a Collection Agency

Collection Payments

Transworld Collections




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