I have a responsible party that needs to be turned over to a collection agency. How do I indicate the account is in arrears and has been assigned to a collection agency?

There are several steps to mark an account as “Sent to Collection”.

Ensure the collection agency information is entered as a “Collection Agencies” in the Setup>Account Info section.

• From the Patient Overview
• Click the Edit button in the Responsible Party section.
• Ensure a checkmark is in the box at “Send to Collection”.
• Indicate the appropriate agency in the “Collection Agency” field.
• Click Save.

In the Patient Overview Screen

• Click Edit
• Ensure a checkmark is in the box at “No Correspondence”.
• Click Save.

It is advised to enter a procedure code in the patient ledger to track the movement of the account to collection within the Ledger. Ensure a “Z” code is entered in the “Procedure Codes” in the “Setup” section, i.e. Z9999 for Sent to Collections. The fee should be $0.00. Enter the Procedure in the patient’s Ledger.

Note:

The account balance will remain as the full amount owed to the office.

Aging Reports will include the amount due unless a checkmark is placed in the box “Exclude patients sent to collection” at the time the report is generated.

A Statement will be generated for the account unless a checkmark is placed in the box “Exclude patients sent to collection” at the time Statements are generated.