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Field | Description |
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Practice | The practice associated with the collection task. |
Account | The account number of the guarantor account. |
Guarantor | The guarantor on the account. |
DOB | The date of birth of the guarantor. |
Address 1 | The street address of the guarantor. |
Address 2 | The street address (line 2, if applicable) of the guarantor. |
City | The city of the guarantor's address. |
State | The state of the guarantor's address. |
Zip | The zip of the guarantor's address. |
Day Phone | The 10-digit telephone number (Day) of the guarantor. |
Evening Phone | The 10-digit telephone number (Evening) of the guarantor. |
Balance | The current balance on the guarantor account. |
Age | The age of the collection line item. |
Last Action | The last action taken in the collection effort. |
Last Action Date | The last date that action was taken in the collection effort. |
Next Action | The next action that to be taken in the collection effort. |
Next Action Date | The date the next action will occur. |
Collector | The person who is assigned to the collection task. |
Collector Group Name | The name of the collector group to which the task is assigned. |
Account Status | The value assigned to the account to assist in grouping and searching for accounts. |
Returned Mail | Sets the flag to indicate mail has been returned on the account and follow-up is needed. |
Last Payment Date | Date of the last patient or guarantor payment received on the account. |
Last Payment Amount | The amount of the last patient or guarantor payment. |
Last Payment Type | The type of the last patient or guarantor payment. |
Statement Processing | The status of the statements generated on the account. |
Next System Statement Date | The date the system generates a statement for the account. |
Collection Transfer Date | The first date that action was taken in the collection effort. |
Total Number of Actions | The total number of actions associated to the collection line item. |
Option | Type | Required | Description | ||
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Date | Drop Down | Yes | Filters transactions displayed by the selected time period. Options include: Custom Date Range, Last # of Days, Today, Previous Day, Current Month, Previous Month, Current Year, and Previous Year.
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Practices | List Selection | No | Filters by all practices or one or more practices for which collection tasks exist. By default, this filter is set to All.
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Collector | List Selection | No | Filters by all external collection agencies or by one or more external collection agencies. | ||
Collector Group | Drop Down | No | Filters by all external collection agency groups or by one or more external collection agency groups. | ||
Days Outstanding From/To | Numeric | No | Filters by the designated number of days outstanding since the claim was generated. | ||
Balance From/To | Numeric | No | Filters by the designated balance on the account. | ||
Report Folder | Drop Down | Yes | Designates where to place or save the output from the executed report. |