OP5020 - Collection Log Account (Legacy)

Function:

Summary log of accounts sent to Collections.  The report displays one line per patient and includes current balance, date sent to Collections, last transaction amount and type, and last statement date.

Please Note: In v8.0 Collections are now Visit based. This report pulls legacy collections data that was Account based. This report can be used to transition manually from account based to visit based collections.

 

Usage:

Filter the report based on Date Sent to Collection range and/or specific Collector payer.

Results can be sorted by the date sent to collections, alphabetically by "Sent By"user name, or by patient account number.

Group results by collection agency or "Sent By" user name.

 

Hints and Tips:

Individual Visits can be turned over to collections on the Collection tab in Patient Account.

 

Sample Output:

For more information on report output options, view Reports Overview help page.

Report Filter: