Collection Categories Setup
Use the Collection Categories task to manage the master list of collection categories for tracking the status of patient accounts.
The Collection Category task allows you to 1) define various collection categories within the system, 2) elect to send or withhold patient statements for patients that have been placed in a specific collection category, 3) enter a dunning message that can be printed on patient statements for those patients that will continue to receive patient statements after they have been placed in a collection category, and 4) add a Collection Alert message that will appear at the top of various records in the system when a patient has been placed in a collection category.
Another benefit of setting up custom collection categories is that it allows users to generate certain reports based on specific collection categories. (See the collection reports listed under the Reports >Accounts Receivable.)
For more information about setting up and managing the list of collection categories, read the following help topics:
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