Managing Your Practice > Managing Collections

Counting Patients Sent to Collections

The Adjustment/Comment Summary Report tracks all appearances of a selected transaction code, such as the code your practice uses to indicate an account was sent to collections. The report includes a total count of all adjustment codes, as well as the total dollar amount that the practice wrote off during the designated date range.

To obtain a numeric count of accounts that have been sent to collections, use the Adjustment/Comment Summary Report.  For additional functionality, including the names of the individuals sent to collections, a list of collection agencies, and contact information, use the Accounts Still in Collections Contact Expert.

To run the Adjustment/Comment Summary Report:

1. Select  File > Print > Accounts and Receivables > Adjustment/Comment Summary.

2. Select either separate or combined reports by placing a check in the desired option.

3. Type a desired date range in the Show adjustments/comments from and to fields.

4. Click OK. The Document Configuration window is displayed.

5. Use this window to select a printer, Print to Printer, Print Preview, or select Advanced to configure and save printing options for this report.

Related Topics

Managing Collections

Writing Off a Balance

Entering a Check from a Collection Agency

Using the REFUND Code

Using the Accounts Still in Collections Contact Expert

Using the Sent to Collection Agency Form

Creating a Prompt for Patients in Collections

Turning Off Statement Printing for Collections Accounts