Generate a Patient Collections Report

The Collection Report can be used to send to your collection agency in an effort to recoup patient receivables. The Collection Report can be utilized to break the statement down into specific line items, giving a more detailed explanation of the patient balance! 

Follow the steps below to generate and view the Collections Report.

Request a Collection Report

Click Statements

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Click the Collections Tab. From here, click Request Collection Report

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Click Ok on the confirmation pop-up

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The Request Collection Report button will be grayed out until the new collections report is ready.

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View Collection Report

Check back after a while and click on View Collection Report to see the most updated Collection Report.

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Collection Report New Look: Coming soon (05/25/2022)

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Still, need help?  Contact us!

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