Make a Pre-Collections List

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

  1. From the Pre-Collections Worklist, select Make List.
  2. Enter the Dunning Count, Minimum Balance, and any other criteria.
  3. Select the Clear Current Pre-Collections List checkbox. This is optional and allows you to start with a fresh list.
    1.  if you have items on the current list that you have Set an Action but have not Applied the Action, do not make a new list until this process has been completed.
  4. Select Run.

  

Next Steps

  1. Set Action
  2. Apply Action

Learn More

  1. Collections/Pre-Collections Overview

  2. Add a Collection Agency

  3. Use the Select Function on Pre-Collections Worklist

  4. Set and Apply Action on the Pre-Collections Worklist

  5. Reset the Dunning Count from the Pre-Collections Worklist

  6. Delete Encounters from the Pre-Collections Worklist

  7. Pre-Collections Worklist

  8. Place an Encounter in Collections

  9. Remove an Encounter from Collections

  10. Create a Spreadsheet to Upload to a Collection Agency

  11. Collection Payments

  12. Transworld Collections



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