Remove an Encounter from Pre-Collections/Collections List

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

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


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

  1. Select the Invoice History or Statement History button on the Encounter Dashboard.

  1. Select the Change Dunning Count button.

  1. Set back the Dunning Count to a number less than the maximum Dunning Count.
  2. Enter a Note.
  3. Select the checkbox for Remove Encounter from Pre-Collections.
  4. Select Save[F2].

  1. Use the X in the upper right corner to close the Invoice History screen.

  1. 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.


Patient Dashboard: Remove from Pre-Collections List


  1. From the Patient Dashboard, choose the Select Action dropdown list and select Send to/Remove From Collections.

  1. Select the checkbox for all the Encounters to remove from Collections.
  2. Select Apply.

  1. Choose Remove Encounters with Collection Balance from Collections.
  2. Add a Note.
  3. Select Save [F2].


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

  1. Select the Encounters that you want to remove from Pre-Collections.
  2. Select the Set Action button.

  1. Choose Action: Select Delete.
  2. Select Run.

  1. Select Apply Action.

  1. Select Run.

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

  1. Select Statements on the Left Side Menu.
  2. Select the In Collections button at the bottom of the Statements/Invoices Management screen.
  3. Select the Encounters to remove from the Collections List.
  4. Select the Remove From Collections button.
  5. On the Transfer Encounter to/from Collections, select the Remove from Collections [F2] button.



Learn More

Add a Collection Agency

Send an Encounter in Pre-Collections/Collections

Set Action

Apply Action

Reset the Dunning Count from the Pre-Collections Worklist

Remove/Delete Encounters from the Pre-Collections Worklist

Create a Spreadsheet to Upload to a Collection Agency

Collection Agency Report (xlsx)

Collection Payments






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