Use this task to create payment exclusion rules and reassignment rules, and assign external collection agencies to a practice.
The external collection agency configuration is optional and only applies if you want to assign external collection agencies and automate the external collection process in Back Office.
Step-By-Step Guide
Step | Instructions | Additional Information |
|---|---|---|
| 1 | From the Collections Admin page, click the External Collections tab.
| |
| 2 | Open the Practice drop down list and select the practice to configure. | |
| 3 | To assign an external collection agency to the practice, click Add. The Add External Collection Assignment window opens.
| Only Agencies assigned to the selected Practice are available for selection in the Denial Group drop down list.
|
| 4 | Open the Agency drop down list and select the agency to add. | Agencies in the drop down list are created and managed via the External Collection Agencies page. |
| 5 | Enter the threshold value for selecting service fee lines of guarantor accounts by outstanding balance in the Balance - Greater Than field. | |
| 6 | Enter the threshold value for selecting service fee lines of guarantor accounts by age in the Age - Greater Than field. | |
| 7 | To automatically post service fee lines pending transfer to external collections, select the Automatically Approve checkbox. | |
| 8 | To automatically create the electronic file for the external collection agency, select the Automatically Create File checkbox. | |
| 9 | Click Save (or Save & Add Next to add additional assignment rules). | |
| 10 | In the Payment Exclusions section, enter the number of days used to rule out a service fee line to which a payment has been applied on guarantor accounts flagged as transfer to external collections in the Payment made with ___ days field. | The number of days is required if payments will be a factor when selecting service fee lines for transfer to external collections. |
| 11 | Enter the dollar amount used as a measure for the payment applied to the service fee line in the Payment made dollar minimum field. | The payment must equal or exceed this amount for the service fee line to be excluded from external collections. You can specify both the minimum dollar amount and minimum percentage for the payment. However, if you specify both a dollar amount and a percentage, the larger value of the two will be used to determine whether the service fee line will be excluded from external collections. |
| 12 | Enter the percentage value used as a measure for the payment applied to the service fee line in the Payment made percent minimum field. | The payment must equal or exceed this percentage amount for the service fee line to be excluded from external collections.
You can specify both the minimum dollar amount and minimum percentage for the payment. However, if you specify both a dollar amount and a percentage, the larger value of the two will be used to determine whether the service fee line will be excluded from external collections. |
| 13 | In the External Collection Rules section, select the Automatically roll accounts flagged as returned mail to external collections checkbox to activate this rule for returned mail. | |
| 14 | Select the Automatically reassign external accounts to appropriate agency checkbox to activate the automated external collection process. | If checked, the threshold settings for Balance Greater Than and Age Greater Than in the external collection agency table are ignored. |
| 15 | Click Apply. | |
| 16 | Click Save. |
Related Training/Support Documentation
Not applicable for this topic