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 the Collections Tab. From here, click Request Collection Report.
Click Ok on the confirmation pop-up
The Request Collection Report button will be grayed out until the new collections report is ready.
View Collection Report
Check back after a while and click View Collection Report.
A pop-up appears.
Click the CSV icon to download the Collections Report in the CSV format.
Click the PDF icon to download the Collections Report in the PDF format.