Delete Encounters from the Pre-Collections Worklist

Delete Encounters from the Pre-Collections Worklist

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

  1. Select the Apply Action button.

  1. Choose Action: Delete.

  2. Select Run. This step Marks the records for deletion.

  1. Select the Apply Action button.

  1. Apply Actions shows the number of Actions that will be applied.

  2. Select Run. This step removes the records from the Pre-Collections Worklist.




    • 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 ...
    • Make a Pre-Collections List

      The purpose for making a new list is to update the list with the latest payment information. To navigate to the Pre-Collections Worklist, select Statements on the Left Side Menu, and then select the Pre-Collections button.  Make a List From the ...
    • Set and Apply Action on the Pre-Collections Worklist

      Set Action The Set Action button can be used to perform specific Actions on multiple Encounters in one step. Use the checkboxes on the Encounter lines to select (if the Select function was not used) After you have selected all the boxes that you want ...
    • 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 ...
    • Use the Pre-Collections Worklist Select Function

      The Select function is an optional function, but can be helpful when your Pre-Collections list is long or when you want to select specific Encounters with a specified insurance, provider, amount, etc. Use the Option fields to automatically select ...