Use the Pre-Collections Worklist Select Function

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 Encounters that match the selected criteria.

Example 1: Select Encounters with a Guarantor Balance less than or equal to $100.00 that have no Action on them.

  1. Choose the Select button.

  1. From Select/Unselect dropdown, choose Select.
  2. For Action: Choose Records with no Action from the dropdown.
  3. Guarantor Balance less than or equal to: Enter 100.00
  4. Select Run.
  • You can sort by Amount by selecting the Guar Bal Column title.



Example 2: Unselect items that have been previously selected.

  1. Select/Unselect: Choose Unselect All.
  2. Select Run.


Example 3: Select all lines that have AK as the Billing ID.

  1. Select/Unselect: Choose Select.
  2. Billing ID: Choose AK using the Lookup icon.
  3. Select Run.


Example 4: Remove Medicaid with balances greater than or equal to $100.00 with Records with no Action.

  1. Using the Select button, Select/Unselect: Choose Select.
  2. For Action: Choose Records with no Action.
  3. Insurance: Choose Medicaid.
  4. Select Run.
  5. Using the Set Action button, select Delete
  6. Select Run.
  7. Using the Apply Action button, select Run.


Learn More





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