Patient is Sent to Collections

If a patient needs to be sent to collections and you do not want them to pull into your patient statement batch we recommend the following:

Changing the Patient's Sub-Status in their profile under Medical Information to show they are in collections.

In this example we set the patient to: "Inactive - Collections"

Then we can use the "Exclude from Statements" option will cause the patient to not pull into the batches of patient statements to be generated.

Lastly if we wanted to run a report on how to find patients in the collection status.

From the patients' tab we can add a filter from the Actions Drop Down Menu:

Please let us know if you have any questions about this article at support@heno.io