Collections Report

Overview

On the patient’s ledger there is a Sent to Collections checkbox.  By clicking this box you are stating that the patient has been sent to collections.  This patient will no longer show up on your patient statements however will still show up on your aging analysis with a note next to the name stating the account is in collections.

Detailed Instructions 

To view all your collection accounts, click Reports on the top menu bar, select Financial and then select Collections Report

 Select the doctor for which you wish to view the report. 

 The report will show the patient ID, patient name, and account balance.

Steps to Write Off Patient Balance

On the ledger, click on 'Credit Adjustment'. Right click on the drop down arrow for 'Reason for Adjustment' > edit list.

It will open a window where you can add 'Collections write off'.

Then enter in the amount to write off to bring the patient balance to zero.

When you receive the payment from the collection agency, you can either void the credit adjustment or do a debit adjustment for the same amount to restore the balance to the patient. Debit Adjustment for the same amount will show on patients statement that there was an initial write off, whereas the voiding of the write off will remove it all together. Both are acceptable and will serve the same purpose. One or the other needs to be done before you take the payment. Then click receive payment for the check amount from the agency.