Populate Collection Roster

With the Populate Collection Roster function you can automatically move accounts through the collections process. This is the key function for Patient Collections. It determines which accounts enter the collections process, the migration path for accounts already in the collections process, and it removes accounts from the collections process that are no longer delinquent. You can perform this function manually or you can have it automatically performed on a nightly basis by CGM webPRACTICE. To do this, select the Automatic Roster Population check box in the Patient Collections Integration.

The Populate Collection Roster function:
Upon accessing this function, the 'populate' process begins immediately. Click OK when the 'Populating Collection Roster in background' message appears. This means the job will perform independently and you do not have to stay in this function until it is complete.

NOTE: Do not perform any functions in Patient Collections and avoid making any changes to accounts that may be affected by the 'populate' function while the roster is populating.

You can continue with other tasks and a message will appear in the upper-left corner of the screen informing you when the function is complete. NOTE: This message will not appear until you refresh the screen by clicking another function or menu.

NOTE: If, after you populate the collections roster, you post a payment to an account which reduces the balance to less than delinquent, the account remains in collections until the next time you populate the collections roster.

If you choose to manually populate the collection roster:
If you choose to have the roster populated automatically: This is a common mistake: For example, you have status code 1 set up as:
When the accounts transfer into status 1, you must print and mail the letters right away, because the accounts will only remain in status code 1 for 15 days before transferring on to status code 2. Say you forget to print and mail the letters until day 12 and the accounts transfer over to status code 2, three days later. When you mail the letters for the accounts that are now in status code 2, those patients will have just received their first letter a few days prior.