Copyright 2012 Pulse Systems, Inc. Page 1 of 31

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Brice Mathews
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1 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, and agrees to pay monthly payments until the balance is paid in full. The Automated Collections Processing will track these patients using the Budget Progression. Click anywhere to continue Copyright 2012 Pulse Systems, Inc. Page 1 of 31

2 NOTE: You must have administrative access rights in order to save accounts to your worklist. To reassign accounts from your worklist to another user, you must use the Transfer option. Click anywhere to continue Copyright 2012 Pulse Systems, Inc. Page 2 of 31

3 To begin, it is assumed that you are logged in the PulsePro application with the appropriate security and permissions to complete this task. Click the AR Management group button in the Navigation Pane Copyright 2012 Pulse Systems, Inc. Page 3 of 31

In the AR Management Group, click the Account

NOTE: The Pulse Medical Clinic has been previously configured with a four cycle collections process which includes the following steps: Cycle 2 - Courtesy Phone Call Cycle 3 - Initial Collections

6 NOTE: The Pulse Medical Clinic has been previously configured with a four cycle collections process which includes the following steps: Cycle 2 - Courtesy Phone Call Cycle 3 - Initial Collections Letter Cycle 4 - Final Collections Letter Cycle 5 - Turn to Collections The Phone Call action is a custom action that has been created for this practice. For more information, please refer to the corresponding lessons in the Account Management Administration module. Click anywhere to continue Copyright 2012 Pulse Systems, Inc. Page 6 of 31

In this demonstration, we have previously created a worklist for the accounts which meet our practice s criteria for a budget plan and require an initial

7 In this demonstration, we have previously created a worklist for the accounts which meet our practice s criteria for a budget plan and require an initial courtesy phone call. To access the Account Management Work List window, click the Worklist button in the options pane. Copyright 2012 Pulse Systems, Inc. Page 7 of 31

8 Click to select the appropriate worklist in the list pane, and then click the Select button on the toolbar. We are working with our Budget Plan Phone Call candidates, so we will select the Budget Plan JBB - Courtesy Calls worklist generated on 10/22/2008, and then click the Select button. Copyright 2012 Pulse Systems, Inc. Page 8 of 31

10 The list pane in the Account Management window has now been populated with the records for the selected accounts. If needed, the account may be researched by using one of several methods provided in this window. For more information, please refer to the Researching an Account lesson in this module. When finished researching, click to select a record in the list pane, and then click the Action button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 10 of 31

12 The Action window appears consisting of a toolbar, an options pane, a status pane, a list pane, and a working pane. The fields in the options pane display the company and patient to whom this account belongs. The status pane displays pertinent information regarding the selected account. Copyright 2012 Pulse Systems, Inc. Page 12 of 31

13 This list pane will display any previous actions that have occurred on the account. The working pane can be used to create new actions or record a resolution to the account. To add an action, first click the down arrow on the Code field to view the list of options. Copyright 2012 Pulse Systems, Inc. Page 13 of 31

15 NOTE: By default, there are four actions provided in the PulsePro system Turn to Collection 02 - Send Letter 03 - Budget Plan 04 - Write Off Additional actions may be configured as needed by the Administrator using the Master Codes table. Click anywhere to continue Copyright 2012 Pulse Systems, Inc. Page 15 of 31

16 While speaking with the patient over the phone it is determined that the patient cannot pay their balance and wants to setup monthly budget payments. From the list of options, we will select the code for Budget Plan Copyright 2012 Pulse Systems, Inc. Page 16 of 31

17 In the Amount field, type the amount the patient agrees to pay each month. It is suggested that the amount be set at a level that is higher than a typical copayment amount. For this reason, we will type 30 in the field. Copyright 2012 Pulse Systems, Inc. Page 17 of 31

19 IMPORTANT: If you enter a date in the Due Date field, then the system assumed that this is a onetime payment. If you enter no date, then this amount is due each month. Click anywhere to continue Copyright 2012 Pulse Systems, Inc. Page 19 of 31

In the Notes field, type the details of the conversation and the

24 The action is recorded in the Action list in the upper window pane. To complete the process, click to select the action in the list pane, and then click the Verify button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 24 of 31

27 NOTE: By assigning a Budget Plan to a patient account, that account has now been assigned the Budget Plan account type in the Patient Registration module and the statements being sent will reflect this status. Click anywhere to continue. Copyright 2012 Pulse Systems, Inc. Page 27 of 31

29 The Patient Actions dialog box appears prompting the user to designate how this account should be handled in regard to the worklist. Click Mark Completed to indicate to the system that this account has been processed. Copyright 2012 Pulse Systems, Inc. Page 29 of 31

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

The Collections Workbench can be used to view and manage accounts. Click anywhere to continue Copyright 2012 Pulse Systems, Inc. Page 1 of 28 To begin, it is assumed that you are logged in the PulsePro