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 Pre-Collections is 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 ...
Remove an Encounter from Pre-Collections/Collections List
An Encounter can be removed from Pre-Collections from the Patient Dashboard, Encounter Dashboard, or the Pre-Collections Worklist. Encounter Dashboard: Remove from Pre-Collections List From the Encounter Dashboard, select the Remove from Collections ...
Send Encounters to Pre-Collections/Collections
Send Encounters to Pre-Collections/Collections The Bill Date associated with the Collections Agency on the Encounter Dashboard reflects the date that the Encounter was sent to Collections. To place an Encounter in Pre-Collections, the Encounter must ...
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 ...