External Collections Report
GO TO
BILLING → REPORTS → EXTERNAL COLLECTIONS REPORT
STEPS
- Select a DATE
- Filter by patient name or status: patient responsibility, pre-collections, or collections
- Select ‘Run Report’
- You can manually move accounts to another status by selecting from the dropdown options under Action column and select the SET button to update
NOTES
- An external collections report will show a list of patient accounts in Patient Responsibility, PreCollections, and Collections status.
- This data is only available if the practice has Transworld, a third-party collections agency.
- Once a patient account status is changed to pre-collections or collections status, all updates going forward, regarding the account submitted, such as payments, will need to be checked on the TSI portal.
- You can change the settings of the External Collections Report by going to Administration > Billing Setup > External Collections
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