Managing Your Practice > Managing Collections

Creating a Prompt for Patients in Collections

Once an account has been turned over to a collection agency, you might want to create a reminder message that will appear on screen if that patient tries to schedule an appointment. This can be accomplished with a Yellow Sticky note.

To create a message that will warn staff members that this account is in collections:

1. Open the Clipboard of the patient in question.

2. Click the Yellow Sticky icon in the upper-right corner of the Clipboard.

3. Create a new Yellow Sticky with an appropriate message such as, "Attention! This patient's account was turned over to a collection agency on date (MM/DD/YY)."

4. Click Attach.

5. Select your desired options under Automatically display on screen. Usually, selecting when making appointments and at patient check-in will be sufficient, but include all that apply.

6. Click OK.

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 Accounts Still in Collections Contact Expert

Using the Sent to Collection Agency Form

Turning Off Statement Printing for Collections Accounts