Patients with a past due balance can be assigned to a collection agency. To begin the process, ensure your collection agency is setup within Admin.
- Access Patients > search for and open a patient > Account > Invoices > search for and open the invoice.
- Click the yellow check mark beside Pending to change to Authorized.
- Click 'Transfer.'
- Input an amount into the Collections field and select an agency from the dropdown menu.
- Click 'Apply.' Note: This action closes the patient invoice and creates a new collections invoice. The collection invoice is associated to the patient with the collection agency as the payer.