Collection letters

[dborders]

I would really like to use the collections letters in medisoft but i have read and re-read the instructions in the help section and I still cannot get them to work, any simple advice on those??? Also is there a way to put somewhere in medisoft that if a claim is not paid in a wk it can alert me to call the ins co??

Thanks for any help

Dawn Borders
Borders Billing :

[Gavin Walker]

Hi Dawn, you could use Add Collection List Items based on initial bill date > 1 week. You need to add entries to your Collection List to generate Collection Leters as well.

[dborders]

Gavin,

Can we only print a collection letter if there is failed payment plan?? I have allot of patients I would like to send letters to that are not on payment plans. I have tried entering them into the collection list via tickler items and it just says no items were added. Please HELP

Thank you

Dawn Borders

[Gavin Walker]

Are you using Add Collection List Item from the Activities menu?

You don't have to use all criteria to add a collection list item. We like to use Statement Submission Count > 3. If you do not wish to add based on delinquent payment plans, then leave that criteria blank.

[dborders]

Gavin,

Yes I am going to the activities menu to add them, and I do leave it blank and it still tells me that 0 things have been added?? I am so confused, it does not seem like this should be this difficult.

[Gavin Walker]

What criteria are you using?

[dborders]

In the add collections menu I select Statements then the status says all
I put in the patient name and leave everything else blank

[Gavin Walker]

There are three criteria for adding an item to the Collection List. Submission Count Greater than, Patient Remainder Balance Greater than, and Delinquent Payments on a payment plan. You'll need to pick one of these and enter an amount. Make sure the patient you are selecting also meets the criteria.

If you want to manually add a patient to the list, you can always edit the Collection List and click the New button.