Place an Encounter in Collections

Place an Encounter in 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 Collections, the Encounter must have an outstanding Patient balance.
  1. If an Encounter is in Collections, a banner will display at the top of the Encounter Dashboard.
      

Place an Encounter in Collections

There are three options to place an Encounter in Collections:

Option 1


Option 2

  1. From the Encounter Dashboard, use the To Collections button.
  2. Select Collection Agency in the pop-up.
  3. Select Save [F2].


Option 3

  1. From the Patient Dashboard, select the Select Action dropdown list and choose Send to/Remove From Collections.
  2. Check all the Encounters with patient balance to send to collections.
  3. Select Apply.
  4. Choose Send Encounters with Patient Balance to Collections.
  5. Choose a Collection Agency.
  6. Add a Note.
  7. Select Save [F2].

Zero Balance

An Encounter with a zero Patient Balance will not be sent to Collections.

  • If an attempt is made on the Encounter or Patient Dashboard to send an Encounter to Collections, a Validation Error will be displayed.
  • This prevents the Encounter from being sent to Collections.
  • Close the pop-up.

  • If multiple Encounters are selected on the Patient Dashboard, a Validation Warning will display.
  • The Encounter(s) that have a balance will be sent to Collections, but any Encounters with a zero Patient Balance will not.
  • Select Save & Continue.

Learn More

Collections/Pre-Collections Overview

Add a Collection Agency

Set and Apply Action on the Pre-Collections Worklist

Use the Select Function on Pre-Collections Worklist

Set and Apply Action on the Pre-Collections Worklist

Reset the Dunning Count from the Pre-Collections Worklist

Delete Encounters from the Pre-Collections Worklist

Pre-Collections Worklist

Remove an Encounter from Collections

Create a Spreadsheet to Upload to a Collection Agency

Collection Payments

Transworld Collections


    • Related Articles

    • 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 ...

    • 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 ...

    • Pre-Collections/Collections FAQs

      Pre-Collections/Collections FAQs Do Encounters in Pre-Collections get billed? If the Guarantor meets the requirements to receive a Statement and has Encounters that are not in Pre-Collections, then the Encounters that are in Pre-Collections will be ...

    • 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 ...