Insurance Collections Setup and Processing Steps

With the Insurance Collections function you can manage payment collections from insurance carriers.

Note: After you complete the Setup Steps, you should follow the Steps for the Insurance Collections Processing Cycle on a regular basis - weekly at minimum. If you fail to perform the steps, your accounts will not migrate through the collection process properly.

The following steps should be performed to set up Insurance Collections:

Setup Steps

Create the Insurance Collection Letters - Create DMS or Rich Text collection letters.
- Select the Insurance Collection Letter check box when you create each letter.
- Insert the CLAIM data element into each letter.
Complete the Insurance Collections Integration Settings Establish the settings for your practice.
Update the Practice Denial Code Table Specify the denial type for each code.
Update the Insurance Denial Code Table - Identify any Equivalent Codes from the Practice Denial Table, if applicable.
Update the Insurance Carrier Table Override any of the default values for the insurance collection fields for specific insurance carriers, as needed.

Steps for the Insurance Collections Processing Cycle

Populate the Collection Roster - Collections, Insurance Collections, Populate Collection Roster
Print the Collection Roster - Collections, Insurance Collections, Print Collection Roster
Work the Collection Accounts - Collections, Insurance Collections, Work Accounts
- Print the Collection Letters - Collections, Insurance Collections, Work Accounts - Letter Action
Print Finalized Copy of the Collection Roster - Collections, Insurance Collections, Print Collection Roster