Navigating the Collections Board

  • Make sure you understand all of the metrics found on the Collections Board and know how to source the data behind certain metrics

  • Click here to see how this is done

Turning On and Customizing Collections Related Auto-Follow Ups

  • Create Auto Follow-Ups so you can be reminded which Patients/Insurance Providers you should reach out to daily regarding collections (Past Due Account/Past Due Claims)

  • To see how to customize your Auto Follow-Up settings, click here

Calling and Completing a Collections Related Follow-Up

  • Log each Follow-Up Attempt related to Collections to ensure that eachPatient/Insurance Provider is being contacted

  • To see how this is done, click here

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