Skilled Nursing Facilities

Contents

Managing the Collections Account Portal

The Collections module helps you track and manage your collections account. The Collections Account tab is where you generate accounts each time you enter the portal to update the collections accounts. This ensures you are working the most up-to-date account information.

You can use sort, filter, and search to define the collections account list. The Collections Account tab is also where you can print an activity report, edit an outstanding account, and generate and manage collections letters.

Note

If a collections account is deleted, the account returns to the collections account list the next time you generate accounts based on the defined template rule.

Warning

If an account is deleted, all the activity history is lost and cannot be regenerated. Activity can be retrieved by Data Services at an additional cost.

  2. Click Generate Accounts.

  • Activity Report - Select Collections Activity report options.

  • + symbol - Use to expand collections account to view collection activity.

  • edit - Click to open the collections outstanding account.

  • Resident Name - Click to redirect to the Collections tab of the resident chart.