Want to track payments collected by your Collection Agency? Posting a collection agency payment allows you to report if the payment was received/collected by a collection agency. This can be tracked within the Payments/Adjustments from collection agencies report.
Since collection agencies usually take a percentage of the payment, we recommend that you apply a credit adjustment to account for this fee.
The following process assumes you have already created a Collection Agency record and assigned charges to the status of “Collection at [Agency Name]”.
Select Payment > Post.
Fill in the option for Patient Payment.
Click the
next to the Patient search field.Select the Patient.
Enter the Payment information.
- Post the payment Manually and click Save Payment.
Upon saving the payment a pop-up window will ask: "Is this a payment from the collection agency (collection agency name)?" Select Save as Collection Agency Payment.
next to the Patient search field.