Making a report list for a collection agency

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peware
Posts: 5
Joined: Sun Feb 04, 2018 7:20 pm

Making a report list for a collection agency

Post by peware » Mon Feb 05, 2018 4:37 pm

Does anybody have a suggestion on how best to configure a list for a collection agency that wants patient demographics and also SSM with a report of who much each patient owes in summary form. Years ago Fred Krebs on another firm made and sent out a report as a " Christmas gift" I think, but I can't seem to find it.

Peware

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Gavin Walker
Posts: 4625
Joined: Wed Apr 04, 2007 10:11 pm
Location: Springfield, MO
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Re: Making a report list for a collection agency

Post by Gavin Walker » Tue Feb 06, 2018 9:34 am

I've got a collection of collection reports that we have written over the years. :D They are yours "as-is" for $100. A little over a dozen of them. At least one of them is designed to create a .CSV file that can be opened with Excel.
Gavin Walker
Walker Tek Solutions, LLC
417-890-6777 x0
fax: 417-763-6386

peware
Posts: 5
Joined: Sun Feb 04, 2018 7:20 pm

Re: Making a report list for a collection agency

Post by peware » Sun Apr 29, 2018 12:12 pm

Gavin,

I will take you up on the offer and want to proceed with the purchase,

I'll call the office in the morning. Who should I tag to or ask for.

Peware

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