Pre-Collection/Collection Report
The Pre-Collection/Collection Report will show Encounters that are either in Pre-Collections or Collections.
Reports > Collection Panel > Pre-Collections/Collection button
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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 ...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 ...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 ...Collections Management
Coming Soon in Release 4.10 Collections Management Overview In Collections Management, Encounters can be sent to Collections, and a list of specific Encounters that meet the Collections criteria can be run to review with ability to send to a ...Create a Spreadsheet to Upload to a Collection Agency
To create a spreadsheet to upload to a Collection Agency, you have two options: Option 1 This option is best when Encounters are turned over to Collections individually from the Encounter Dashboard. From Statements, click In Collection. Use the ...