Skilled Nursing Facilities

Contents

Logging Activities for an Outstanding Collections Account

Activities list the logged activities on a resident's outstanding collections account. Activities are entered manually or created automatically. When you are meeting with a resident or family member, you can log activity related to your discussion. System notes are automatically created when an account or collection letter is generated, or when cash receipts, ancillary, and adjustment batches are posted. If you add a comment in any billing batch, the comment shows as an activity note.

You create a follow-up activity to remind you to make a call or send a letter. This is helpful to ensure you complete all required documentation on an outstanding account. Collections activity logged to a resident's outstanding account can be printed and used for auditing accounts and legal documentation.

You can view the cash receipts report from collections log activity. After a cash receipts batch is posted to a resident's outstanding account, you see batch post link as the type of activity. You can use this to quickly view the batch report as you are working the account.

Note

You see only the activity types you are assigned to from collections groups setup. 

The activity status is not related to the account status.

When you log collections activity the status is closed. If you have not yet performed the activity, select open as the activity status and close it after the activity is performed.

    • Single facility: Admin > Collections > Collections Account tab > Edit > Activities.

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

  2. Click Log Activities.

  4. Create Follow-up Activity, if required.