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You can set a Financial Status on the account indicating it has been sent to Collections. This allows you to exclude collections accounts from the Statement Manager or Accounts Receivable report by using the Financial Status filter. You can also track collections accounts using the Accounts by Financial Status report. You can set a Financial Status by navigating to the Patients Ability > Account Tab.
Click here for more information on creating and using financial statuses.
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Label Colors
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You can assign an account a specific color label if you are not already using all of your labels to easily distinguish via the patients sidebar which accounts are in Collections. To change a patient's label, simply select the patient in the sidebar, and then below the patient selector, use the label selector to assign a label to that account.
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After you have received a payment from the collection agency for the amount the patient owes, you will need to enter this information into MacPractice and change the status of the patient's account to indicate that they are no longer in collections. Whichever methods you chose when Flagging the Account, you will need to reverse them.
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For detailed information on how to add a fee to a Fee Schedule, please refer to References - Fee Schedule.
Once this Fee is added to your Fee Schedule, you have a choice whether you want this payment to be reflected as production in your reports or not.
If you wish for this payment to be reported as production, you can simply post this new fee onto the ledger and in the New Charge window and adjust the Unit Fee to match the amount of the collections payment. Once this charge is posted, you can create and apply the Collections payment like any other payment.
If you wish for this payment to not be reported as production, you can still post the new fee, but leave the unit fee as 0.00. Once this is posted on the ledger, you will create a Positive Adjustment for the amount of the Collections Payment. You will want to set the adjustment type as Collections Payment or something similar for tracking purposes.
Once this Positive Adjustment is posted, you can then apply the payment to that positive adjustment. This will keep the payment from being reported as production.
For more information on posting new charges, please refer to the Ledger - Charges article.
For more information on Positive Adjustments, please refer to the Ledger - Other Menu article.