Creating External Collections File

Complete this task to create the external collections file for an external collection agency. This file contains all outstanding external collection transactions assigned to the external collection agency.

Step-By-Step Guide

Step	Instructions	Additional Information
1	From the External Collections / Files tab, search and select the Practice to which the external collection transaction(s) is associated.
2	Click Create. The Create External Collection File window opens.
3	Open the Practice drop down list and select the practice to which the external collection transaction is associated.
4	Open the Agency drop down list and select the external collection agency to create the external collections file.	The window refreshes with the list of outstanding external collection transactions assigned to the external collection agency.
5	Verify the external collection transactions listed are meant to be sent to the external collection agency. If they are not, click Cancel, then take the appropriate action. You can reassign the external collections transaction to the appropriate external collection agency or reverse the external collections transaction.
6	Click OK.	The external collections file is added to the list on the Files tab. Click Cancel to make no changes and close the window.