Skilled Nursing Facilities

Contents

Generating Collections Letters

The Collections module is where you generate and print collections letters. Collections Letters reflect the outstanding account balances due. Collection letters are populated based on your 2.0_eLearn_Creating_Collections_Letter_Templates.2.0_eLearn_Creating_Collections_Letter_Templates

You use Manage Letters to select the collections template and letter you want to generate. You can also select accounts to display as marked or unmarked accounts. After you make these selections, a list of accounts appear for you to select all or to select individual residents. You can arrange and re-arrange your list using the column headings. This is helpful to change the list alphabetically by the resident name or sort by lowest to highest amount due. 

After you generate the letter(s), an activity note is added to the template's outstanding account. In addition to the activity note, a copy of the generated letter is added to the Print Letter section of that outstanding account. You use Print Generated Letters to select the generated collections letter to print and send to the responsible party.

Note

You can generate only 1 letter template at a time. 

If you receive an error after generating letters, make the corrections on the outstanding account and re-generate the collection letter(s). For example, an A/R contact can be missing or additional information is not selected that is used in the collections letter template. 

Resident's are automatically selected in manage letters if you select accounts to display as marked if you add an open activity of generate letter in the outstanding account before you manage letters.

At management console, you can select all facilities or select 1 or more facilities to generate the collections letters. 

You can use with the standard window #9 or #10 envelope with letter size paper for collections letters. 

To manage letters

    • Single facility: Admin > Collections > Collections Account tab > Manage Letters. 

    • Multi-facility: Management Console > Operations > A/R Collections > Collections Account tab > Manage Letters.

  2. Select Template.

  3. Select Date.

  4. Select Letter to Generate.

  5. Select Accounts to Display.

  6. Select Resident(s).

To print generated letters

    • Single facility: Admin > Collections > Collections Account tab > Print Generated Letters.

    • Multi-facility: Management Console > Operations > A/R Collections > Collections Account tab > Print Generated Letters.

  2. Select Letter.

  3. Select Paper Size.

  4. Select Start Date and End Date.

  5. Select facilities, when applicable. 

  6. Select Print letters.