How to send claims with patient balances to a collection agency.

Question: How to send claims with patient balances to a collection agency.

Answer:

Step 1: Go to Billing.
Step 2: Go to AR/Follow-up >> Send to Collection.
Step 3: New window will pop up.
Step 4: Enter 0 for the following parameters and click Ok.
 # Of days since last Pt Receipt.
 # Of Statements sent in last 90 days.
 # Claims more than X Days old.

Step 5: Click on Ok to get the list of claims with patient balances.
Step 6: Check the Sel checkbox for all the claims which need to send to collection agency.

Step 7: Choose preferred collection agency from the dropdown if you have multiple collection agency added.
Step 8: Click on process.