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
- Click on Lists from your Desktop App
- Select Collections
Note: The balance for each payment reflects the total balance, even if insurance is going to pay a portion. You will have to wait for insurance to go through before the number accurately portrays the patient's owed payment.
- Click into a name to Call, Text, Email, or send aText to Pay request to a customer
- If you choose to text or email, a default message will pop up for you to preview before sending