Collections- Signed agreement

This is to outline the process in which to notify PFS of a signed Collections Agreement on file for an account.

Steps:

Log into Hubspot and locate the account for which you have received a signed copy of the collection agreement.

Click on "New Ticket" 

Select the following:

• Ticket name: New Collections Agency - Account name
• Pipeline:  Service Pipeline 1 [At Risk, Credit/Refund, Patient Collections]
• Ticket type: Patient Collections

• Ticket Status= Default to 1-Submitted (no need to alter)

• Description: see attached signed collections agreement
• Source: select most appropriate
• ticket owner:  your name (do not reassign)
• Priority: Low
• Company: ensure the proper company name is listed (when selecting the company to create the ticket from be sure you are in the correct practice- look for parent account if needed)
• Contact: leave blank.
• Click CREATE

Edit the ticket:

1. Assignment: list Francisco Montero

2. Create a task to Francisco Montero to update settings and open new account with Collections Agency.

3. Upload copy of signed agreement to ticket attachments. 

Then attach your signed agreement to ticket by clicking Upload attachment.

Patient Financial Services will then forward the agreement to the agency and change the collection agency setting on the company page in Hubspot.

Collections lists can then be submitted to the agency, once approved, by patient financial services.