Creating Single Ticklers

If you want to create one specific tickler, take the following steps from within the Collection List:

  1. Click the New button.
  2. You will see the following screen. In the field labeled Action Required, enter what you want the person working the collections to do.


  3. Select whether the collection is for the patient or the insurance carrier using the Responsible Party Type.
  4. You will now need to specify the Chart Number for the patient, the chart number for the Guarantor, and the Responsible Party. The responsible parties available for you to select will depend on what you entered in the Responsible Party Type.
  5. Finally, you need to enter the Follow Up Date. This is the date you want to contact the responsible party in an attempt to collect the debt.
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