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

• 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/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 ...

• Send Encounters to Pre-Collections/Collections

  Make a Pre-Collections List Before you Make a new list, make sure that all Set Actions have been applied. If you make a new list and select clear the current list, you will delete all Set Actions that have not been applied. The purpose of a new list ...

• Delete Encounters from the Pre-Collections Worklist

  An Encounter can be deleted from the Pre-Collections list before it is sent to Collections. Select the Encounters to Remove from the Collections List. Select the Set Action button. From the Choose Action dropdown, select Delete. Select the Run ...

• 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 ...