Collection Report Instructions

Use the Collection Report Instructions to print a detailed summary of each account that meets the delinquency criteria your practice chooses (such as, delinquent accounts). By selecting from a variety of criteria, accounts requiring collection work may be readily identified and sorted by highest balance first.  A clear detailed summary of each patient permits complete follow-up work with minimal effort.  Generally, you will run this report when you want to send patient accounts to collections.  You can use the report information to decide what collection efforts to make.  Because of the flexible criteria your practice determines which patients are delinquent.  For example, your practice can specify anyone over 90 days who owes at least $50.00 and who hasn't made a payment in over two months.  The report provides all the information a collection agency needs including employer information, phone numbers, remarks, past payment history and insurance information in an easy to understand format.  In addition, you have the option to print one account per page, which allows the doctor to make two piles, one of accounts to send to collection and one for accounts to not send to collection.  

Tips:

• For more information about running reports, see Print View.

• For more information about the buttons on the toolbar, see the Reporting Toolbar.

Directions:

To see directions for...

• Opening the Collection Report Instructions, click More.

   

  1.  Click Reports from the Menu Bar.

  2.  Click Operating Reports.

  3.  Click Collection Report.

   

  Collection Report Window Example:

  

   

• Choosing the Selections at the Prompt Window, click More.

   

  Collection Report Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Providers	Enter the Provider Codes to report. (up to 4 characters) Tips: To enter an individual provider, simply enter their provider code and press [TAB]. To enter a group of providers, enter the first provider code, followed by a comma (,) and the next provider code.  Continue in this fashion until the list of provider codes is complete. You can not enter a range of providers at this prompt. Or, to search for the appropriate provider code, click Search . Keyboard shortcut:  [CTRL + f].
  Locations	Enter the Location Codes to report. (up to 2 characters) Tips: To enter an individual location, simply enter their location code and press [TAB]. To enter a group of locations, enter the first location code, followed by a comma (,) and the next location code.  Continue in this fashion until the list of location codes is complete. You can not enter a range of locations at this prompt. Or, to search for the appropriate location code, click Search . Keyboard shortcut:  [CTRL + f].
  Departments	Enter the Department Codes to report. (up to 2 characters) Tips: To enter an individual department, simply enter their department code and press [TAB]. To enter a group of departments, enter the first department code, followed by a comma (,) and the next department code.  Continue in this fashion until the list of department codes is complete. You can not enter a range of departments at this prompt. Or, to search for the appropriate department code, click Search . Keyboard shortcut:  [CTRL + f].
  Insurances	Enter the patient insurances to report. (up to 9 characters) Tips: To enter an individual insurance, simply enter the insurance code and press [TAB]. To enter a group of insurances, enter the first insurance code, followed by a comma (,) and the next insurance code.  Continue in this fashion until the list of insurance codes is complete. You can not enter a range of insurances at this prompt. Or, to search for the appropriate insurance code, click Search . Keyboard shortcut:  [CTRL + f].
  Groups	Enter the Group Codes for the report. (up to 4 characters) Tips: To enter an individual group, simply enter their group code and press [TAB]. To enter a group of group codes, enter the first group code, followed by a comma (,) and the next group code.  Continue in this fashion until the list of group codes is complete. You can not enter a range of groups at this prompt. Or, to search for the appropriate group code, click Search . Keyboard shortcut:  [CTRL + f].
  Account Numbers	Enter the Account Numbers to the report. (6.0 numeric) Tips: To enter an single patient, simply enter their Account Number and press [TAB]. To enter a group of accounts, enter the first account number, followed by a comma (,) and the next account number.  Continue in this fashion until the list of accounts is complete. You can not enter a range of accounts at this prompt. Or, to search for the appropriate account number, click Search . Keyboard shortcut:  [CTRL + f].
  Form Types	To select the insurance Form Types to report, click to select the appropriate names listed. Tip: To quickly select or de-select all Form Types, click Check All .
  Include Private	To include patient private balances on the report, click Yes in the drop-down list. Or, to omit patient private balances on the report, click No in the drop-down list.
  Include Collection	To tickets sent to collections on the report, click Yes in the drop-down list. Or, to omit tickets out to collections, click No in the drop-down list.
  Accept Assignment	To include only patient responsible balances and exclude balances for insurances, set Accept Assignment to No Only. To include only insurance balances and exclude patient balances, set Accept Assignment to Yes Only. To include both patient and insurance balances, set Accept Assignment to Both.
  Ticket Balances	To limit the report to a range of ticket balances, enter the minimum dollar amount of the ticket balance in the range. Note:  To include all tickets, please leave blank.
  	To limit the report to a range of ticket balances, enter the maximum dollar amount for the ticket balance in the range. Note:  To include all tickets, please leave blank.
  Credit Balance Tickets Only	To include patient accounts with credit balance tickets, click Yes in the drop-down list. To omit patient accounts with credit balance tickets, click No in the drop-down list.
  Zero Balance Tickets Only	To include patient accounts with zero balance tickets, click Yes in the drop-down list. To omit patient accounts with zero balance tickets, click No in the drop-down list.
  Weeks Since Last Pmt Greater Than	To limit the patient accounts to ones that have not made a payment in a specific number of weeks, enter the number of weeks. (3.0 numeric) Note:  The Collection report does not include patients who make regular monthly payments regardless of the service dates.
  Diagnosis	To include the diagnosis code and description on the report, click Yes in the drop-down list. Or, to omit the diagnosis code and description from the report, click No in the drop-down list. Or, to include just the diagnosis code on the report, click C in the drop-down list.
  Sort By	To specify the sort criteria for the report, click up to three choices. Sort Options: Provider Location Department Patient # Patient Name Guarantor # Guarantor Name Ticket Balance Group # Note:  The sort options you choose determine the order in which accounts print on the report.  For example, if you choose provider, location, department the accounts are printed first in provider number order, then by location, and then by department.
  Selected Sort Options	Displays the selected sort options for your reference.
  Age Levels	To limit the report to specified age levels enter the desired age levels.  For example, you can enter 30-60 days as an age level.
  Number of Copies	Enter the Number of Copies for the printed report. (1-99)
  	Displays the default printer number.  For more information, see Printing Options.
  	To run the routine, click Print or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To escape from the routine: Click Cancel. Keyboard shortcut:  [ALT + c] Or, click Close .

   

• Report Sample(s), click More.

   

  To see an example of the report, click Collection Report Sample.