Collections & State Debt Reports

Send to Collections

What's in it?

Accounts that are in private pay are managed in Claims > Patient Billing. During your ongoing process, billers reviewed patient pay claims and, if needed, moved them to collections or state debt collections. The Send to Collections report lists those accounts and provides detailed information required by collections or state debt collections.

To run the report:

  1. On the navigation bar, click Analytics and then click Reports.

  2. Scroll down the list and click Send to Collections.

  3. Select: Click this field and then select either Accounting Period or Deposit Date.

  4. Accounting Period: Click this field to select one or more (or ALL) accounting periods.

  5. Deposit Start and End Date: Click each field to select the deposit start and ends dates.

  6. Click View Report.

Recommended use

Run the report at the end of the month. Send the report to your collections agency or enter the claim information into your state debt programs portal.

To manage the information within the report, export the information to Excel by clicking the print icon and selecting Excel. You can then change, rearrange, and delete data as needed before sending it to the agency.

Accounts in Collections

What's in it?

Lists all accounts currently in collections, including claim numbers, the amount written-off or suspended, the outstanding debt, and the balance.

Example output of accounts in collections report.

To run the report:

  1. On the navigation bar, click Analytics and then click Reports.

  2. Scroll down the list and click Accounts in Collections.

  3. Start and End Date: Click each field to select the start and ends dates.

  4. Click View Report.

Recommended use

Use this internal report monthly to view how much is outstanding, how much was collected, and to reconcile your books with the collections agency or state debt program.

To manage the information within the report, export the information to Excel by clicking the print icon and selecting Excel.

Tip: The Dashboard (click Dashboard on the navigation bar) also gives insight on the number of claim in collections and a state debt collections:

Number of claims in collections: Claims sent to collections are automatically closed (zero balance) and given a status reason of 'In collections’.

Shows how the closed in collections status displays on the dashboard.

Number of suspended claims in state debt collections: Claims sent to the state debt collections are automatically placed in a suspended status and given a status reason of "In state debt collections."  Even though it is in state debt collections, the account remains open. If the state collects, you can post the amount to the account.

Shows suspended in state debt collections on the Dashboard.

Click the link under in the "Total claims" column to view a list of accounts and drill-down to the account details.