Index

• Sections
  • How To Put A Service Charge In Collections
  • How To Run The Collections Report
  • Tips & Tricks

This knowledge base article will demonstrate the workflow for putting a service charge into collections and how to run a Collections Report. 

How To Put A Service Charge In Collections

1. If you need to place a service charge in collections, go to the Patient Accounts.

2. Find the patient in the Find Patient Account window.

3. You will be brought to the patient's account. Collections is done per service charge but can be done on as many service charges as required.

4. Click the  icon by the service charge to edit.

5. In the Edit Service window, check the Sent to Collections field on the right. Please note that the service is not sent to any collections agency or such vendor, and is an internal designation within ICANotes. 

6. Click the Done button in the top right to close the Edit Service window. 

The account is now labeled Account in Collections.

Under Patient Information, it shows as in collections.

In Demographics, it shows "Account is in Collections" under the Insurance Information tab. 

How To Run The Collections Report

1. If you need to run a Collections Report, go to the Patient Accounts.

2. From the Find Patient Account window, click the Report tab. In Reports, click the Collections Report button. 

3. Put in the Service Date Start/End and any other filters you would like. Then choose if you want Detail or Summary report. The report will run. Only services which have been marked as Sent to Collections will display in this report. 

Tips & Tricks

Common Questions

Problem: How Do I Put A Service Charge In Collections? How Do I Run The Collections Report?.

Solution: Follow the steps below to resolve quickly.

1. Check prerequisites and permissions.
2. Follow the configuration steps.
3. Verify the result and retry if needed.