Collections List

Collections List makes it easy for you to quickly contact your patients that have an outstanding balance. Follow these instructions to use your Collections List.

The availability of this feature is dependent on your practice management software

Using the Collections List

  1. Click on the Lists app from your Desktop App
  2. Select Collections
    Screen_Shot_2021-05-13_at_6.32.16_PM.png
  3. Click into a name to call, text, email, or send a Text to Pay request to a customer
    Screen_Shot_2021-05-13_at_6.32.29_PM.png

    Tip: If you have Weave Unify, you can filter this list by location

 

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