Skilled Nursing Facilities

Contents

Managing Collections Additional Account Information

You can select User Defined Fields to create Additional Account Information on a collections outstanding account. This information is used in collection efforts and letters. Your collections user defined fields should include information not found on the collections outstanding account. For example, payment plan amount and attorney information. 

The additional account information is tied to user defined fields included in the letter template and must be specified for each resident's outstanding collections account. If not, an error occurs when generating collection letters.

Note

Collections User Defined Fields must be setup in collections setup to appear in the collections outstanding account. 

The additional account information must be entered for each outstanding collection account. Detail does not track according to resident.

    • Single facility: Admin > Collections > Collections Account tab > Edit Resident's Collection Account  > Additional Account Information.

    • Multi-facility: Management Console > Standards > Operations > A/R Collections > Collections Account tab > Edit Resident's Collection Account > Additional Account Information.  

  4. Select or enter Value.