Complete this task to specify which collection letters to include in the search. By default, all collection letters are displayed (the default display may be changed by going to Preferences > Collection Letter).
Step-By-Step Guide
Step | Instructions | Additional Information |
|---|---|---|
| 1 | From the Collection Letters page, click Search. The Search Criteria window opens.
| |
| 2 | Open the Status dropdown list and select an option:
| No selection equals All. |
| 3 | Select the date to search on:
| |
| 4 | For the selected date, select a timing option:
| |
| 5 | Open the Practice dropdown list and select the practice. |
|
| 6 | In the Person fields, enter the last and first name of the collection letter recipient. | This person is typically the patient or the guarantor of the account |
| 7 | In the Collector fields, enter the last and first name of the collector assigned to the collection account. | |
| 8 | Click OK. The Search Criteria window closes, and the Collection Letters page refreshes with the list of collection letters that match the search criteria. | If no records are found, the message Search returned no records appears. Click OK to close the message window. |
Related Training/Support Documentation
Not applicable for this topic