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How do I properly set a patients account to Collections?

posted Aug 28, 2017, 2:23 PM by Amanda Negron   [ updated Aug 31, 2017, 11:48 AM by Angelique Belot ]

Step 1 – Change the Patient Account Type:

  1. Go to the Patient section and open the applicable patient.
  2. Change the Type drop-down to Collections.

Step 2 – Enter the Collection Date and Reason:

  1. While in the patient record, go to the Patient Billing tab.
  2. Select the Collections sub-tab.
  3. Enter the Collection Date you are setting the patient to collections.
  4. Enter the Reason you are sending the patient to collections.
  5. Click on the Save button.


Step 3 – Change the claim Status

  1. Go to the Claim section and search for the patient
  2. Open the claim you would like to make edits to.
  3. Go to the Charges tab.
  4. Change the Status drop-down for the charges to “Balance Due Patient” or “Collections”.
  5. Click on the Save button.


Step 4 – Run the Collections report

  1. Go to the Reports section.
  2. Search for the “Patient at Collections” or the “Charges at Collections” reports.

These reports show all patients and/or charges that are set to Collections. If any customization needs to be made to the report, please reference the Report Builder Help Page for instructions on how to build a custom report.