The Collections Workbench can be used to view and manage accounts. Click anywhere to continue. Copyright 2012 Pulse Systems, Inc.
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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
10 No script Copyright 2012 Pulse Systems, Inc. Page 10 of 28
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
Copyright 2012 Pulse Systems, Inc. Page 1 of 33
The Payment Review module is used to reconcile payments, prepare deposits, and verify finished payments. After a batch of payments has been reconciled, the payments must be moved to the Deposited state
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When you have finished reviewing accounts and are ready to follow up on the past-due balances through one of the actions provided in PulsePro. Often, a patient incurs a large balance that they cannot pay,
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In some cases, an insurance carrier may require a different Payer ID number based on the facility where the services are performed for your patient. This could be applicable at the carrier level, or may
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The Month Closing function summarizes and stores end-of-month data in a form that you can display or print at a later date. The Month Closing function determines which transactions are included in a particular
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The Procedures Table stores information about the Current Procedural Terminology, or CPT, procedure codes which are used in your practice. There are some CPT codes that are consistently used as a group.
More informationUse the Accounts Payable module to print a batch of refund checks to a patient or insurance company and verify the batch. Click anywhere to continue
Use the Accounts Payable module to print a batch of refund checks to a patient or insurance company and verify the batch. Click anywhere to continue Copyright 2012 Pulse Systems, Inc. Page 1 of 45 With
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If the patient calls for an appointment, whether or not related to the recall reason, the user will be reminded of the recall and can schedule the examination at the same time. The user can also mark that
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The Security Manager in Pulse Patient Relationship Management System is used to create a means of managing the permission levels for all the users that will be working with the system. These users are
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The PulsePro Transcription module provides a method of creating and storing patient transcription documents within the PulsePro database. The Transcription Filter screen allows the user to display a list
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The PulsePro Transcription module provides a method of creating and storing patient transcription documents within the PulsePro database. First the Header information must be added, and then the selected
More informationClick anywhere to continue
The Security Manager is used to create a means of managing the permission levels for all the users that will be working with the system. These users are assigned to Roles, for which permissions are defined.
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Use the CCD Control to receive and distribute a patient's "Continuity of Care Document" which contains the recorded medical history from a particular facility. Click anywhere to continue Copyright 2012
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When a payment is received on a claim, insurance companies typically include and Explanation of Benefits, or EOB, to detail the manner in which the claim was paid. The EOB is then recorded in the system.
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The PulsePro Transcription module provides a method of creating and storing patient transcription documents within the PulsePro database. Use the Dictation functions to preview and listen to wave files
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Use the My Appointment List function to create and edit the appointment lists available from the User Dashboard, Patient Dashboard, and PulseMobile PDA Device. Click anywhere to continue Copyright 2012
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An office will schedule linked appointments when a patient needs to see several doctors during the course of one extensive visit. In the process of scheduling linked appointments, the openings display
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Scheduling Templates may contain several layers of detail records. Use the Template Tab in the Staff and Physician tables to create and edit detail records for a template. Click anywhere to continue Copyright
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Setting the viewer allows users to set their personal preferences and helps prevent appointment booking oversights, such as double-booking a resource or scheduling a patient appointment at an incorrect
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The Flowsheets module allows users to record, graph, and print user defined patient data elements via customized templates (such as Warfarin therapy or Blood Sugar monitoring.) Click anywhere to continue
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Use the Pediatric Growth Chart Control to monitor a patient's measurements over an extended time vs. the national percentiles in a graphical output. Click anywhere to continue Copyright 2012 Pulse Systems,
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