Before you Make a new list, make sure that all Set Actions have been applied.
- If you make a new list and select clear the current list, you will delete all Set Actions that have not been applied.
The purpose of a new list is to update the list with the latest Payment information.
- Select Statements on the Left Side Menu, and then select the Pre-Collections button at the bottom of the screen.
- Select the Make List button.
- Enter the Criteria for your list.
- Select Clear current Pre-Collections list checkbox.
- Select Run.
- Use the checkboxes to select the Encounters manually
- Use the Select button to choose criteria for the Encounters that you want to Send to Collections and to select/unselect all of the Encounters in the list.
Use the Select button to perform actions, such as Select/Unselect All.
Set Action
- Select the Set Action button.
- In the Choose Action dropdown, select Send to Collection.
- Collection Agency 1
- Select the Collection Agency.
- If you are sending to a "dummy" collection Agency for the purpose of taking the Encounters out of your A/R, set up the "dummy" Collection Agency in the Insurance Library.
- If you are really sending the Encounters to a Collection Agency, select it here.
- Select Run.
Apply Action
- Select the Apply Action button.
- Select the Run button.
Place the Pre-Collections List into Collections
Placing an Encounter in Pre-Collections does not actually place the Encounter into Collections.
In Collection
The In Collection process puts the selected Encounters into Collections and creates a spreadsheet to send to a Collection Agency.
- Select Statements on the Left Side Menu.
- Select the In Collection button at the bottom of the Statement/Invoices Management Dashboard.
- Select the Encounters to send to Collections.
- You can use the Transaction No. and additional selected Encounters options.
- Select the Collection Agency Spreadsheet button.
- Transaction No.: Send Encounters with the same Transaction No.
- If all Encounters were sent from Pre-Collections at the same time, they will all have the same Transaction No.
- Agency ID: Select the Collection Agency
- Date Span, Date Entered From, and Date Entered To: Only send Encounters that were sent to Collections in a specific Date Range.
- This is helpful when you are sending individual Encounters to Collections during a specific date range.
- Sent: Select Exclude to not pull Encounters that have already been sent to collections.
- This is used for pulling a list of Encounters that were sent to the Collection Agency on a specific Date.
- Total By: Select Encounter or Patient.
- By Patient can be beneficial to the Collection Agency.
- Include Selected Encounters: If you selected Encounters on the previous screen, select the checkbox.
- The Transaction No. can be used along with the selected Encounters.
- Update records as Sent: When Run is selected, the Encounters will be updated with a Sent Date.
- If the Encounters are being sent temporarily to a "dummy" Collection Agency, do not select the checkbox if you plan to send these to a Collection Agency later.
- Select Run [F2].
The Sent Date will be added to the In Collections screen.
Send to Collections from the Encounter Dashboard
Use the To Collections button on the Encounter Dashboard.
Send to Collections from the Patient Dashboard
Use the Select Action dropdown on the Patient Dashboard to send to Collections from the Patient Dashboard.
Remove Multiple Encounters from the Collection List
The ability to remove multiple Encounters en masse from the Collections List can be a time saver.
- Remember that if Encounters have been sent to the Collection Agency, they cannot be removed.
- They can only be removed before the actual step of creating the Collection Agency Spreadsheet.
Remove Encounters
- Select Statements on the Left Side Menu.
- Select the In Collections button at the bottom of the Statements/Invoices Management screen.
- Select the Encounters to remove from the Collections List.
- Select the Remove From Collections button.
- On the Transfer Encounter to/from Collections, select the Remove from Collections [F2] button.
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