Collection Turnover Listing

The Collection Listing is used both as a tool to view accounts selected/requested for Collection Turnover and to actually perform the Collection Turnover process.

One of the items within the Collection Turnover Listing that is sometimes confusing to users is that the Selection Tab on the form allows you to select by the account classes, account types and agencies that an account will be changed to when the turnover process is completed. This allows you to select just the accounts that are due to be turned-over to a specific agency. For this reason, this selection is different from all of the other selection tabs in MedSuite.

Note: If the balance on a visit changes between the time that it is selected and the time that it

is turned-over, MedSuite will write-off the balance on the visit, not the balance originally

The Collection Listing request form is a tabbed dialog that consists of a General tab and a Selection tab.

Task Name	Task Name displayed in the Task Viewer
Cube Data	Indicates if report results should be output to a data cube
Generate Standard Report	Indicates if report results should be output to a formatted report
Run Now	Indicates in the report should be run immediately
Schedule	Indicates that the report should be scheduled to run at a future time
Schedule Button	Invokes the Task Schedule Wizard to guide the user through setting the report run date(s) and time(s)
Collection Listing	Indicates that listing context is in effect.
Collection Turnover	Indicates that turnover context is in effect. Produces a (optional) list of accounts selected for turnover with (optional) cover sheets. Will (optionally) change the account class and (optionally) write-off the account balance.
Print Account Listing	Produces a list of accounts selected for turnover.
Print Cover Sheets	Produces cover sheets for accounts selected for turnover.
Print Account Ledgers	Produces Ledgers for accounts selected for turnover.
Change Account Class	In Turnover Context, will change the account class the Account Class, Account Type and Agency that was entered during Collection Selection.
Write-Off Balance	In Turnover Context, will write-off the account balance.
Write-Off Type	The write-off type that will be used to write-off the account balances turned-over to collections. The Bad Debt Type adjustment defined in practice maintenance is the default value for this field.

Frequently when a report is run, you only wish to see data meeting certain criteria. The Selection tab consists of a list of fields they you may use to include or exclude specific data values from the report. For example, you may wish to run a report for just a certain physician or excluding a certain location.

By clicking on the checklist for the appropriate field (physicians, facilities, etc.) you may then select to include or exclude certain values from the respective tables. The limit to the number of specific values you can select is limited to your ability (or willingness) to enter them. While there is a theoretical limit to the number of selections you can make, you will run out of patience before MedSuite runs out of room to save them. Muli-Selections work with standard Windows keyboard functionality. CTRL+Click to select one at a time, SHIFT+Click to select a range of maintenance files.