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 button.
- Select Collection Agency in the pop-up.
- Select Save [F2].
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn025f4387b30886d20e49ebbf8a2c4e4ec4d7b4db9d23d15704de49bb5fbd2ba8dd2b72165f9251080170789b861774d4?inline=true)
If Encounter still has the message, Encounter is in Collections, the Dunning Count may need to be set back along with selecting the Remove from Pre-Collections checkbox.
Invoice History or Statement History
- Select the Invoice History or Statement History button on the Encounter Dashboard.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsncac33185dee106f4bd01a94f9402142ee615b49a5a60b385f92060bb5f95beb67cc0747870aff54bd1f376fd83159360?inline=true)
- Select the Change Dunning Count button.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsnc848693a92b139754126a5355249735692d6a7ba71ce76b7113c331e0cf250b847b9dbc2710cff63e5f9dce88495e20e?inline=true)
- Set back the Dunning Count to a number less than the maximum Dunning Count.
- Enter a Note.
- Select the checkbox for Remove Encounter from Pre-Collections.
- Select Save[F2].
![](https://support.pmhelpcenter.com/galleryDocuments/edbsndb399186f28b446a03c00113bd29b291d5f0711c7d78f590249c1043c707c6e6e5598f87f19171f282050540e3b54762?inline=true)
- Use the X in the upper right corner to close the Invoice History screen.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn8f32fbc4e25282500996df0bb907ca44c745e530c5cc56e858497adc775e8c9a793e6eb10dc90071f080c2c5983bff65?inline=true)
- Refresh your screen to see the change in the Pre-Collection message using the Refresh icon to the left of the URL or F5 on your keyboard.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsnec59ad7c7126da8dd8df3de3f9ffd6fb2f09a6960df16f6d3a9d84ed36ef27588fdc7b16aead3aa02a1df133c5629069?inline=true)
Patient Dashboard: Remove from Pre-Collections List
- From the Patient Dashboard, choose the Select Action dropdown list and select Send to/Remove From Collections.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsndb399186f28b446a03c00113bd29b2914391525670c8f95a70be7e99fb7c118ee53bdc5d41a793905e16b7d05dbaf387?inline=true)
- Select the checkbox for all the Encounters to remove from Collections.
- Select Apply.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn41630cb79a5e0b2ece7d9642fbdb150851ca34af4196e9d678c62ddd617e574351cfedd35b377013a9c8911841b05e90?inline=true)
- Choose Remove Encounters with Collection Balance from Collections.
- Add a Note.
- Select Save [F2].
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn9089f42530d4fd69b885ec0f7391e754559490dfe706e43e6ca2a23e7d371b3f4968b135ef334a699f4a917d009023fb?inline=true)
Pre-Collection Waitlist: Remove from Pre-Collections
This action will delete the Encounter from the Pre-Collections Worklist and will remove the Encounter from Pre-Collections.
- The Pre-Collections message will be removed from the Encounter Dashboard.
- If there are no other Encounters in Pre-Collections for this Patient, the Pre-Collections message will be removed from the Patient Dashboard.
Remove from Pre-Collections
- Select the Encounters that you want to remove from Pre-Collections.
- Select the Set Action button.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsnec59ad7c7126da8dd8df3de3f9ffd6fbd43cdd7f082e90603764048bb74b8c374fd59854c7b6aab3a1db5aed09d3373d?inline=true)
- Choose Action: Select Delete.
- Select Run.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn2b6be7219cb0da81255c35beaf7c9375d0d58083529b05e1a04f23dba2fd7d82f199ec287126b857f713f4fb526b48ec?inline=true)
- Select Apply Action.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsncde10eab0c84ea37fb3ffdefd5c04fccd05bd5a29e6f8d202117dcd0cdf40e96c7457f6120ce391b389b751e8cd4615e?inline=true)
- Select Run.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsnc81f79dfb7009fd15050cecf79e480983f330404dca2abaa0c77638bf9bf9afc98d2d221eeca599c3d250ba4d5ed9687?inline=true)
Remove Multiple Encounters from the In Collections List
The ability to remove multiple Encounters en masse from the Collections List can be a time saver.
- Remember that if Encounters have been sent to the Collection Agency, they cannot be removed.
- If the Encounters have already been sent to the Collection Agency, the Remove from Collections only removes it from this list.
- It is best practice not to remove Encounters from the In Collections list after sending to the Collection Agency.
Remove Encounters from the In Collections List
- Select Statements on the Left Side Menu.
- Select the In Collections button at the bottom of the Statements/Invoices Management screen.
- Select the Encounters to remove from the Collections List.
- Select the Remove From Collections button.
- On the Transfer Encounter to/from Collections, select the Remove from Collections [F2] button.
Learn More