Managing Your Practice > Managing Collections

Using the Sent to Collection Agency Form

To customize the form for your practice, edit the collection form to include the names of the collection agencies that you work with.

• Practice modifying and editing forms in the PracticeWorks Tutorial before making changes that affect your actual data. Verify that you have a good backup of your data before starting this process.

When using this form, do not select collection efforts complete unless the agency has made a full recovery of the outstanding amount including the collection fees. Marking the agency complete removes their listing from the report.

To revise the list of collection agencies:

1. Select  Experts > Automation Expert > Responses > Forms.

2. In the Description column, select Sent to collection agency.

3. Click Edit form.

4. In the Form Definition window, locate the Form Contents section and click Collection agency.

5. Click Edit Question.

6. Under Possible Choices, edit the options as desired.

7. Click OK to save the changes.

8. Click OK to exit from the Form Definition window.

9. Click Cancel to exit from the Form definitions pick list.

TipTip

 

 

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

Creating a Prompt for Patients in Collections

Turning Off Statement Printing for Collections Accounts