Collections

Total Collections

Total amount of all insurance and patient payments (including refunds) marked as having a payment date within a selected timeframe.

Patient Collections

Total amount of all patient payments (including refund) marked as having a payment date within a selected time period.

Insurance Collections

Total amount of all insurance payments (including refunds) marked as having a payment date within a selected time period.

Collections:

Collections can change over time if: 

• Employee enters a payment date that is not today’s date when originally recording the payment within that time period.
• Employees edit a payment date if they have the permissions to do so, which are outside of that time period.
• Employees delete a payment date if they have the permissions to do so, which are outside of that time period.

To avoid changes in Collections:

• Make sure employees are not backdating payments.
• Make sure employees are not editing payment dates or deleting payments.
• Edit permission for the employees to restrict their ability to make payment edits or delete payments.

An example of collections and how it can change per day: 

• An employee posted a payment of $100 on April 1st with a payment date of April 1st. 
• You view your collections report for April 1st, and it shows $100. 
• Later that day, they edited the payment date to March 21st. 
• You now view your collection report for April 1st, and it shows $0. However, if you view your collections report for March 21st, it shows the $100.