Collections by Visit
A common practice for our clients is to split the A/R collections activity by patient vs. insurance collection types. This new collections by visit functionality gives our clients the ability to separate these efforts based on two different skill sets by the collector:
1. Patient balance collections require extraordinary customer service skills
2. Negotiating payment and/or payment plans
Insurance balances require skill in following processes, troubleshooting location of claims throughout the claim submission process, detailed knowledge of information required or included on the claim, and knowledge of the provider’s contract with the insurance company as well as claim filing process obligations. Some billing service clients take the collection of A/R a step further and collect by visit, rather than account, while still maintaining the patient or insurance balance separation.
Updates can be found in the Release Notes & Release Guide:
1. Release Notes are a high-level summary of enhancements added to the application and are available from the Help menu in PM or the Admin | About screen in EHR. Click the Help dropdown and select Release Notes.
2. The Release Guide contains an expanded version of the Release Notes, which includes screen shots and instructions and are located on the PM dashboard. Click the Release Guide button on the Dashboard.
