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 ...
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 ...
Collection Payments
Collection Agency Setup The Collection Agency should be set up in the Insurance Library. Learn more: Pre-Collection/Collections. Post a Collection Agency Payment Create one receipt for the Collection Agency Payment. Even if it contains multiple ...
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 ...