Post a Collection Agency Payment

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.

  1. Select Payment > Post.

  2. Fill in the option for Patient Payment.

  3. Click the  next to the Patient search field.

  4. Select the Patient.

  5. Enter the Payment information.

  6. Post the payment Manually and click Save Payment.
  7. 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.