Send Patient to Collections

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.

• Add Collection Agency

Instructions

1. Access Patients > search for and open a patient > Account > Invoices > search for and open the invoice.
2. Click the yellow check mark beside Pending to change to Authorized. 
3. Click 'Transfer.'
4. Input an amount into the Collections field and select an agency from the dropdown menu.
5. 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.