Related Articles
Payments, Receipts, and Escrow Overview
Receipt vs. Payment information The System is an Encounter/Charge based Accounting System. Receipts and Payments are fundamentally different. The Receipt holds the details of the money received, who the Payer is, how much was deposited in the bank. A ...
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 ...
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 ...
Delete Encounters from the Pre-Collections Worklist
An Encounter can be deleted from the Pre-Collections list before it is sent to Collections. Select the Encounters to Remove from the Collections List. Select the Set Action button. From the Choose Action dropdown, select Delete. Select the Run ...
Send Encounters to Pre-Collections/Collections
Make a Pre-Collections List 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 ...