Practice / Insurance Collections Tab

Checkbox

Locks and unlocks the ability to configure options and the automatic actions associated with the selected options.

Free Text

(Numeric)

Options used for configuring insurance collections. Only available when the Enable Insurance Collections option is selected. The following criteria is required to activate insurance collections:

When a service line meets both of these conditions, the account will be tagged as internal collections and insurance collection activities will begin in Connect.

Assigns internal collectors to the guarantor accounts tagged as internal collections. These options are only available when the Enable Insurance Collections option is selected.

Determines how tasks are assigned to internal collectors. Tasks can be assigned alphabetically by payer name, specified dollar amount, or a specific payer or specific payer and plan.

Options include:

• Payer Name Range (default) - The range of letters for the guarantor last names that determines how tasks are assigned alphabetically to the internal collector, for example, A to D, E toH or A toZ.
• Balance Range - The range for the dollar amount that determines how tasks are assigned to the internal collector, for example, $500 to $2,500.00.
• Payer/Plan - Indicates that tasks are assigned to an internal collector by a specific payer or a specific payer and plan, for example, Aetna – PPO.

The criteria for assigning tasks to internal collectors by the first letter in the payer name (A through Z), a dollar amount range, specific payer, or specific payer and plan.

• For payer name, you might enter A through D for one collector and E through H for another collector.
• For balance, you might enter $500 through $2,500 for one collector and $2,501 through $10,000 for another collector.
• For payer/plan, you might select Aetna for the payer and PPO for the plan. 

For Payer Name Range, select the first letter of the payer name in the From and To columns to create the range of letters for the payer names that you want to assign to the internal collector.

For Balance Range, enter the dollar amount range for the account balance you want to assign to the internal collector.

Free Text

(Numeric)

The internal collector to which accounts are assigned based on the assignment rules. Any account/service not captured in the assignment rules is assigned to the default collector.

This option is only available when either guarantor or insurance collections are enabled.

A list of actions internal collectors perform for collecting delinquent guarantor accounts tagged as internal collections. The collection action includes the first and second action the collector takes, the next action that the collector takes, and the number of follow up days required before the next action triggers.

Specifies the type of a collection action, for example, telephone call, follow up call, reminder letter, demand letter, or final letter. Action types are user defined and are used to specify the next action the internal collectors should perform.  

You can modify the description of the action type after it has been added by clicking in the cell and typing the new description.

You cannot remove an action type if it is designated as the next action by another action.

The next action that your internal collector performs in the collection effort, for example, telephone call, follow up call, reminder letter, demand letter, or final letter. The Next Action is the list of action types that have been defined. To specify the next action, select an action type from the list. An action type must be added before you can specify the next action.

You can change the next action by clicking in the cell under the Next Action column and selecting another action type from the list.

If an action type has been designated as the next action of a collection action, that action type cannot be removed.

Free Text

(Numeric)

The number of days that must lapse before the next action occurs. The value specified becomes the trigger for the next action the internal collector should perform.

You can modify the number of days for follow up by clicking in the cell and typing the value, up to 999 days.

Remove

(assignment rules)

[Alt] + [R]

1. Select the assignment rule to be deleted.
2. Click Remove. The rule is removed from the list.

Defines a collection action based on an action type, next action, follow up days, and collection letter.

1. Click Add. The Add Collection Action window opens.
   
2. Enter the Action Type name.
3. (Optional) Open the Next Action drop down list and select a next action.
4. (Optional) Enter the number days before the next action in the Followup Days field.
5. (Optional) Open the Collection Letter drop down list and select a collection letter template, if applicable for the action.
6. Click Save or Save & Add Next to save the new collection action and create an additional one.

Remove 

(action types)

1. Select the action type to be deleted.
2. Click Remove. The action types is removed from the list.