Partner has a wide range of tools that help you keep your personal A/R under control. From collecting copays and generating bills, to bill follow-up and sending accounts to collections, Partner tools can make you more productive.
Collecting personal balances can be broken down into five simple steps:
Collect the Payment and Information at the Time of Service
There is no better time to collect a personal balance than while the patient is still in your office. Use Partner tools like
checkin, and Partner’s different insurance eligibility features to ensure that you collect the correct copay at the time of service. Older account balances can also be added to the encounter form and are visible in
checkin and other programs. Everything you collect while the patient is still in the building saves you time and money.
Collecting information at the time of service is just as important as collecting money. Charges will be billed incorrectly if your staff hasn’t collected the correct insurance information. If your demographic information is incorrect, you may never be able to bill for your services. Use
checkout, and other tools to make sure billing information is confirmed at every visit.
Tip: Have your families review and sign a financial policy that is annually reviewed by your billers, managers, and the owners of your practice. A good financial policy encourages families to remember that they are ultimately responsible for all of their charges.
bills program to generate your personal bills. Whether you print and mail your paper bills in the office or send them to a remote printing service, Partner’s billing engine has numerous tools and features that can make your collection process more efficient. When you run your bills, you can use automatic or manual cycle billing. You can create custom messages that appear on bills of different aged receivables. You can also review and work on a list of people who need bills before generating them.
Follow Up on Outstanding Bills
persview program to work down old, outstanding personal bills.
persview will help you isolate troubled accounts, research balances, send out reminder letters, and write off bad debt. The collection report (
coll) provides full details about outstanding balances for a specific account. Using status flags along with the
cfs report will also help you track problem accounts.
Post personal payments and link them to specific charges in the Post Personal Payments (pam) program.
Send Accounts to Collections
The final step is to turn delinquent accounts over to collections. There are different methods for doing this in Partner, depending on whether you want to leave the outstanding balance on the patient’s account or not. You can adjust off collection charges, or you can pend the balance to the collection agency (using
oops). Don’t forget to mark collection accounts with an appropriate status flag for reporting and tracking.