We are using Collection Category task in Kareo to track the status of patient balance more efficiently. We have set the collection categories of:
- First Statement
- Second Statement
- Payment Plan
- Insurance require additional information
- Move patient to collections
Then, we have described applicable statement messages and alert messages for these collection categories; so that, once the appropriate collection category is applied to the patient, the corresponding statement message and alert message will be popped-up based on the setup made. We also can generate the patient collection summary report to find out the balance that is placed in each collection category by running:
Reports
Accounts Receivable
Patient Collection summary
Walter LeGrand
EccoHealth, LLC
Las Vegas, NV
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