Accounts in Collections Report
The Accounts in Collections report shows accounts currently in collections, including claim numbers, the amount written-off or suspended, the outstanding debt, and the balance.
To run the report:
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On the navigation bar, click Analytics and then click Reports.
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Scroll down the list and click Accounts in Collections.
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Start and End Date: Click each field to select the start and ends dates.
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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 claims in collections and state debt.
Number of claims in collections: Claims sent to collections are automatically closed (zero balance) and given a status reason of 'In collections’.
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.
Click the link under in the "Total claims" column to view a list of accounts and drill-down to the account details.