Skilled Nursing Facilities

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Updating Collections Account Status

The Status of an outstanding collections account identifies if an account is open, closed, new, credit balance, or on hold. The status is automatically selected when the outstanding collections account is generated, however, you can change the status. Changing the status of an outstanding collections account is temporary. After you generate accounts, the account returns back to the template rule defined in setup. An example of manually updating a status of an outstanding collections account is placing an open account into closed moving it from the open accounts you are working on at that time.

Note

You must select activity types as a reason to put an account on hold in collections setup pick lists. 

If you use account on hold and off hold activity types, and you setup activity categories, be sure the activity types are included in a category and mapped to a collections group for the Users to use the account on hold/off hold in the resident's collections account.

    • Single facility: Admin > Collections > Collections Account tab > edit Resident's Collections Account > Account Status.

    • Multi-facility: Management Console > Operations > A/R Collections > Collections Account tab > edit Resident's Collections Account > Account Status. 

  2. Select Status.