| The Collection Report (coll) | ||
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The standard coll report contains the sections shown below.
ACCOUNT INFORMATION: PCC# 5350
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Sean Amoroso Home Phone: 802-498-7773
4A Spruance Way Work Phone: 802-786-2185
Townsend, VT 05359 Temp Phone: 802-557-6608
Alt Phone: 802-995-8411
Status:
Date of most recent
Visit/Service: 11/18/00 Hold Bill Till:
Personal Bill Sent: Budget Amount: $ 0.00
Personal Payment: 11/09/00
Insurance Payment: 11/01/00
AGING SUMMARIES: CURRENT OD30 OD60 OD90 OD120 TOTAL
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BY PAYOR RESP DATE:
Personal 0.00 0.00 0.00 0.00 65.00 65.00
Medicaid 0.00 0.00 0.00 0.00 203.00 203.00
BY TRANS DATE:
Personal 0.00 0.00 0.00 0.00 65.00 65.00
Medicaid 0.00 0.00 0.00 0.00 203.00 203.00
OUTSTANDING CHARGES: DIAG PROV AMOUNT PERS DUE INS DUE
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01/15/00 Amoroso, Harrison
OV Highly Compreh V20.2 Nurs 125.00 65.00 0.00
11/05/00 Amoroso, Michael
Urine Culture 599.0 DoLi 18.00 0.00 18.00
OV Expanded Focus 599.0 DoLi 60.00 0.00 60.00
11/11/00 Amoroso, Robinson
Physical 12-17 yrs V20.2 Trap 125.00 0.00 125.00
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TOTAL AMOUNT DUE 65.00 203.00
RECENT PERSONAL PAYMENTS: CK NUMBER AMOUNT
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11/09/00 TOS Cash 20.00
07/27/00 TOS Cash 40.00
YEAR-TO-DATE SUMMARY:
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YTD Charges: $ 0.00
YTD Insurance Payments: $ 90.00
YTD Medicaid Payments: $ 794.15
YTD Personal Payments: $ 60.00
YTD Total Adjustments: $ 345.85 |
The complete coll report has four sections: Account Aging, Outstanding Charges, Recent Personal Payments and Demographic Information. You can include any or all of these sections. To include a section, make sure that it is marked with an 'X' on the criteria screen before you generate the report.
Account Info: The first section contains simple demographic information, including the account name, address and phone numbers, as well as some key dates (date of last visit, last bill sent, last personal payment made, and last insurance payment made.) If you use the "Hold Bill Till" and "Budget Amount" functions of the Family Editor (fame), you will see information about those settings in this section of the report.
The Account Info section of coll is customizable. If you need to format your coll report to suite the needs of your practice, contact PCC for help creating a custom header.
Aging Summaries: The coll report shows you two different ways of aging an account's outstanding personal charges. Balances are first aged by Payor Responsibility Date, and then by Transaction Date. Payor Responsibility is different in that it will age items based on when the amount became personal, instead of aging strictly from the date of service. Within each category, amounts are shown for balances that are overdue 30, 60, 90, and 120 days.
Outstanding Charges: The report contains a list of currently unpaid, personal charges. This section makes it especially easy to explain an account's balance to someone over the phone. It contains the patient's name, the diagnoses and procedures of the visit, and three columns to indicate how much was originally charged, how much is due to the personal account, and how much is still pending an insurance company.
Recent Payments. The report shows a summary of recent personal payments. Use this information to see whether or not an account has been making regular payments. Accounts that are working to pay off an old balance should be making regular payments.
Year-To-Date Summary. The last section contains a year-to-date summary for charges and payments.