Managing Your Practice > Managing Collections

Using the Accounts Still in Collections Contact Expert

This user defined contact expert enables you to track accounts that your office has turned over to a collection agency with the Sent to collection agency form. If your version does not contain this expert, you can use the PW Plus Pack to install it.

To access the expert:

1. Select Experts > Contact Expert > User defined.

2. Select Accounts still in collections.

3. Click OK.
   
   If the "Contact Expert Already Exists" message is displayed, note the date displayed and determine whether a newer one should be run. Click Yes to generate a new expert, or No to use the old one. The Accounts Still in Collections screen is displayed.

4. Click Print to produce a hard copy of the list.

To optimize report results, your office can revise the formula used by this expert. We recommend that you practice revising the form in the PracticeWorks Tutorial before modifying real data.

By default, the Accounts Still in Collections Contact Expert contains the following formula:

(AR.BalCur + AR.Bal30 + AR.Bal60 + AR.Bal90 + AR.Bal120) > 0 AND FormVal(RPPerson.PersonID, "Sent to collection agency", "Entry date") AND FormVal(RPPerson.PersonID, "Sent to collection agency", "Collection efforts complete") = 0

To reflect collections accounts with zero balances, insert an equals sign after the greater than symbol, as shown below:

(AR.BalCur + AR.Bal30 + AR.Bal60 + AR.Bal90 + AR.Bal120) >= 0 AND FormVal(RPPerson.PersonID, "Sent to collection agency", "Entry date") AND FormVal(RPPerson.PersonID, "Sent to collection agency", "Collection efforts complete") = 0

Related Topics

Managing Collections

Writing Off a Balance

Entering a Check from a Collection Agency

Using the REFUND Code

Counting Patients Sent to Collections

Using the Sent to Collection Agency Form

Creating a Prompt for Patients in Collections

Turning Off Statement Printing for Collections Accounts