The purpose of this document is to provide the guidelines on how to handle the collections process for PFS2.
Most Recent SOP
Please review most recent SOP Changes here: Patient Statement Process, Collection Agency Process - PMB
FAQs
| Question | Answer |
| How are we sending these collections lists to the provider? |
These are sent by patient relations monthly with instructions on how to respond. see Collections process |
| Where can I find the document being sent? |
You can go into the Kareo PM and click on Documents > Find documents. Type in “collections list” and you will be able to locate all lists in collections |
| Who is this being sent to? | This is sent to the person listed as the contact used in the practice communication case. |
| I have a change to my statement process, how do I notify patient relations? |
Any changes to CBR statement process must be documented in the CBR and reloaded as new version to the CBR case. The new rules must also be added to the PM under Patient Statement Options notes. |
| Statement 30 day |
| Statement 60 days |
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| Collections list |
| Call all accounts over $500 within 5 business days |
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| List sent to provider with 10 calendar days to respond |
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| NO response: write off as "Charge Off" |
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| Response received from the provider: |
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| >$50 write off "Approved for collections" |
| <$50 write off "bad debt" |