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.
Setup Collection Agency
- Access Admin > Vendors/Partners > Collection Agencies.
- Click 'Add Collection Agency.'
- Complete all required fields.
- Click 'Update.' Note: Collection agencies are not integrated with RevolutionEHR. This process is for record keeping purposes.
Send to Collections
- 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 payor.