Pre-collection and collection refer to the actions undertaken for a patient statement for which no response has been received from the patient/guarantor even after sending the statement for a fixed number of times. No-response patient statements are first sent to pre-collections. Pre-Collection letters are sent for a fixed number of times. If the response is still not received, it is sent to Collections.
If you utilize the services of a Collection Agency and need to send them an electronic data file, you can create such a file from the “Generate Patient In Collection List” report on the “Patient” section of the Report Central. The patients/charges that are currently in Pre-Collections sub status get listed on running the search and creating the collections file, moves the selected items to “Collection” sub status.
Here are the steps to move a patient statement onto collections.
1. Choose the Legal Entity, Patient and enter the Age Since Precollection (see Image 1).
2. Click on Search to continue. The result will be displayed, as in Image 2.
4. Select the statements required by selecting the checkbox corresponding to the patient statement and click on Generate Detailed CSV or Generate CSV.