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 manually create a Pre-Collections Worklist using other criteria. The Make List button can be used at any time to generate a new Pre-Collections list no matter what your Dunning Limit is.
  
• The System will auto generate a list which is created when a Statement has reached the maximum Dunning Count. Learn more at Reset Dunning Count from the Pre-Collections Worklist.
  
• If a Patient makes a Payment that meets the required minimum Payment, the Dunning Count is reduced by one.
  
• Setting the Dunning Count back prevents the Encounter from going to the Pre-Collections Worklist.

Dunning Messages and Dunning Count

If there are 3 Dunning Messages setup in the Statement Profile, the maximum Dunning Count will be 3. If the patient reaches the Dunning Count of 3 on an encounter (with no qualifying patient payments), this encounter will not be in the next Statement Batch. Instead, it will be put on the Pre-Collections list.

Statement Profile with 3 Dunning Messages

Export the Pre-Collection List to a Spreadsheet

The Pre-Collections List can be exported to a Spreadsheet using the Report button.

Learn More

1. Collections/Pre-Collections Overview
   

2. Add a Collection Agency

3. Use the Select Function on Pre-Collections Worklist

4. Set and Apply Action on the Pre-Collections Worklist
   

5. Reset the Dunning Count from the Pre-Collections Worklist

6. Delete Encounters from the Pre-Collections Worklist
   

7. Pre-Collections Worklist

8. Place an Encounter in Collections
   

9. Remove an Encounter from Collections
   

10. Create a Spreadsheet to Upload to a Collection Agency
    

11. Collection Payments
    

12. Transworld Collections

• Related Articles

• 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 ...

• 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 ...

• 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 ...

• Delete Encounters from the Pre-Collections Worklist

  Select the Encounters to Remove from the Collections List. Select the Apply Action button. Choose Action: Delete. Select Run. This step Marks the records for deletion. Select the Apply Action button. Apply Actions shows the number of Actions that ...

• Use the Pre-Collections Worklist Select Function

  The Select function is an optional function, but can be helpful when your Pre-Collections list is long or when you want to select specific Encounters with a specified insurance, provider, amount, etc. Use the Option fields to automatically select ...