The Collections Workbench can be used to view and manage accounts. Click anywhere to continue. Copyright 2012 Pulse Systems, Inc.

Transcription

1 The Collections Workbench can be used to view and manage accounts. Click anywhere to continue Copyright 2012 Pulse Systems, Inc. Page 1 of 28

2 To begin, it is assumed that you are logged in the PulsePro application with the appropriate security and permissions to complete this task. To access the Collections workbench, click the AR Management group button in the Navigation Pane. Copyright 2012 Pulse Systems, Inc. Page 2 of 28

3 From the AR Management group, click the Account Management Icon. Copyright 2012 Pulse Systems, Inc. Page 3 of 28

4 The Account Management window is displayed which includes a toolbar, a status pane, an options pane and a list pane. Click the Menu button on the toolbar, and then select the Collections Workbench from the drop down menu. Copyright 2012 Pulse Systems, Inc. Page 4 of 28

5 No script Copyright 2012 Pulse Systems, Inc. Page 5 of 28

6 The Collection Workbench window appears. This window consists of an options pane, three working panes and a series of action buttons which are located at the bottom of the window. Copyright 2012 Pulse Systems, Inc. Page 6 of 28

7 Use the series of fields located in the options pane to select specific accounts. Once selected, the Active Account list will be populated with the accounts matching the specified criteria. Criteria may include Collection Agency, Company, Sent Date and Time or Account Number. In addition, you may also view the most recent accounts by selecting the Show New Items Only checkbox. Copyright 2012 Pulse Systems, Inc. Page 7 of 28

8 Once the criteria have been specified, and then refresh the list. For this example, we will accept the default values in the criteria fields and click the Refresh button at the bottom of the window. Copyright 2012 Pulse Systems, Inc. Page 8 of 28

9 The Active Account list pane is now populated with the records for accounts being managed by the Pay or Else Collection Agency. This list provides basic details such as Patient Name, Account Number, Company and Processed Collection Balance. To view additional information, click to select a record in the Account list, and then click the Detail action button. Copyright 2012 Pulse Systems, Inc. Page 9 of 28

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11 The Charge Detail pane now displays the detail pertaining to the selected account. Copyright 2012 Pulse Systems, Inc. Page 11 of 28

12 By selecting a record in the detail list, you may now use the buttons provided to access the Ledger, or review Actions on the account. For more information regarding the Ledger or Actions, please review the corresponding lessons in the Ledger module or one of the Actions related lessons in this module. Copyright 2012 Pulse Systems, Inc. Page 12 of 28

13 To view the entire collections history for this transaction, click the History button. Copyright 2012 Pulse Systems, Inc. Page 13 of 28

14 The Collection History for Charge window appears. This window may be used to view specific details on the collections activity which has occurred for this charge. Review the information as needed, and then click the Exit button to return to the Collection Workbench. Copyright 2012 Pulse Systems, Inc. Page 14 of 28

15 To reset the window, click the Cancel button. Copyright 2012 Pulse Systems, Inc. Page 15 of 28

16 In cases where the account needs to be sent to an alternate collection agency, first select the record in the Account List, then click the Transfer Action button. Copyright 2012 Pulse Systems, Inc. Page 16 of 28

17 No script Copyright 2012 Pulse Systems, Inc. Page 17 of 28

18 Next, click the down arrow on the To Collection Agency field to view the list of options. Copyright 2012 Pulse Systems, Inc. Page 18 of 28

19 The drop down list is populated with the available collection agencies that have been previously created in the system. For more information, please refer to the Configuring a Collection Agency lesson in the Account Management Administration module. Click to select an alternative agency from the list. Copyright 2012 Pulse Systems, Inc. Page 19 of 28

20 In the Detail pane, click to select the checkboxes for the charges to be transferred. To select all charges, select the record for the patient at the top of the list. Copyright 2012 Pulse Systems, Inc. Page 20 of 28

21 Next, click the Transfer Selected Charges button. Copyright 2012 Pulse Systems, Inc. Page 21 of 28

22 When finished processing, a dialog box will appear confirming that the transfer was successful. Click OK to close the window. Copyright 2012 Pulse Systems, Inc. Page 22 of 28

23 There are three additional action buttons available in the Collections Workbench window. The Remove button provides the ability to remove certain charges from the Collections process; however, this option is seldom used. Copyright 2012 Pulse Systems, Inc. Page 23 of 28

24 In cases where the account status has changed, it may be necessary to retransmit the details of the account to the collection agency. Copyright 2012 Pulse Systems, Inc. Page 24 of 28

25 TIP When an account is retransmitted to a collection agency, all balance and date information is reset in the system to the new transmittal date and amount. These amounts will be retransmitted in the next create batch cycle. Click anywhere to continue Copyright 2012 Pulse Systems, Inc. Page 25 of 28

26 To print the list of accounts, click the Print Action button. When finished working with the Collections Workbench, click the Exit button to close the window. Copyright 2012 Pulse Systems, Inc. Page 26 of 28

27 Click the Exit button on the toolbar to return to the PulsePro dashboard. Copyright 2012 Pulse Systems, Inc. Page 27 of 28

28 You are now familiar with Viewing Accounts Using the Collections Workbench in PulsePro. Copyright 2012 Pulse Systems, Inc. Page 28 of 28