Collection Turnover

The Collection Turnover screen can be used to manually request visits that need to be turned over to collections, or to delete visits that were automatically selected by the Collection Selection process that should not be turned over. Visits do not actually get "turned over" until the Collection Turnover process is run via the Collection Listing screen. The interim between the Collection Selection or manual turnover request and the actual turnover is to be used by the practice manager to decide if a visit/account selected or requested for turnover should actually be turned-over. Requests for collection turnover may be deleted prior to the actual turnover process via this Collection Turnover screen. Refer to the Tutorial on Collection Selection / Turnover for more information.

Any visit that has been selected by Collection Selection and is therefore in collection turnover that is subsequently paid-off and reaches a zero balance will be automatically removed from collection turnover and will not be turned over to collection by the collection turnover process. In addition, any visit that has been selected by Collection Selection and is therefore in collection turnover that has a payment made on it where the payment meets the "Minimum Payment to Reset Dunning" and that is flagged to "Remove from Collection," will be automatically removed from collection turnover and will not be turned over to collection by the collection turnover process.

Quick Search	The user may key in a data value that will be used to search a variety of fields for matching accounts that will be displayed in the grid on the Search tab.
Message Line	A message will be displayed indicating how many accounts meet the search criteria entered.
Search Like Button	(Re)Executes the search based on the Quick Search criteria entered for items in Collection Turnover that are like the value entered in the Quick Search criteria. For example, it the Quick Search criteria is "SM", then any item in Collection Turnover with an Account Name beginning with "SM" are displayed in the list.
Search From Button	(Re)Executes the search based on the Quick Search criteria entered for items in Collection Turnover that are begin with the value entered in the Quick Search criteria as well as all higher values. For example, it the Quick Search criteria is "SM", then any item in Collection Turnover with an Account Name beginning with "SM" as well as those later in the alphabet are displayed in the list.
Ledger	The Account Ledger for the item selected in the list will be opened.
New Button	Creates an new Collection Turnover Request. Allows a visit to be added to Collection Turnover manually.
Edit Button	Opens the Collection Turnover Request currently selected in the Search grid.
Delete Button	Deletes the Collection Turnover Request currently selected in the search grid. Allows a visit to be deleted from Collection Turnover so that it is not turned over by the turnover process.
Cancel Button	Closes the Collection Turnover Request Lookup dialog without selecting a request