Collection Selection

Collection Selection allows you to select accounts that meet what you have defined as your collection criteria. Accounts that meet this criteria are placed into Collection Turnover where you can remove them (if you desire) and subsequently perform the actual Collection Turnover process. Refer to the Tutorial on Collection Selection / Turnover for more information.

By using a combination of these criteria, you may send accounts that fall within one age/amount range to one agency and accounts that fall within a different range to another. For example, at 90 days send accounts with a balance from $25.00 to $200.00 to agency 1 and accounts with a balance from $200.01 to $99999.99 to a different agency.

One of the items within Collection Selection 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 are already on an account. The Account Class, Account Type and Agency on the General Tab is what the Account will be changed to when the turnover is performed.

Collection Selection runs by Visit for "delinquent" Visits. If an account has more than one Visit that qualifies for collection, each Visit will be turned-over and (optionally) written-off.

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 selected in Collection Selection.

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

Task Name	Task Name displayed in the Task Viewer
Account Class	Enter/Select the Account Class that the accounts meeting the collection criteria will be changed to when they are turned-over.
Account Type	Enter/Select the Account Type that the accounts meeting the collection criteria will be changed to when they are turned-over.
Agency	Enter/Select the Agency that the accounts meeting the collection criteria will be changed to when they are turned-over.
Days No Payment	Accounts that have not made a payment in this number of days will be selected for collection.
Minimum Balance	Accounts with a balance of at least this amount will be selected for collection.
Maximum Balance	Accounts with a balance of not more than this amount will be selected for collection.
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)

The Sorting tab consists of two lists. The first list is comprised of the available sort fields for the report and the second list is comprised of the fields that have been selected as sort fields. The fields in the second list may be sequenced in any order. The report will sort the data into the sequence defined and perform a "break" on the sort field as well.

Right-Arrow Button	Click on item to be selected in the left-hand list and press the right-arrow button.
Drag-and-Drop	Click on the item to be selected in the left-hand list and while holding the mouse button down, "drag" the item to the right-hand list and release the mouse button.
Double-Click	Double-click on the item to be selected in the left-hand list.

Left-Arrow Button	Click on item to be de-selected in the right-hand list and press the left-arrow button.
Drag-and-Drop	Click on the item to be de-selected in the right-hand list and while holding the mouse button down, "drag" the item to the left-hand list and release the mouse button.
Double-Click	Double-click on the item to be de-selected in the right-hand list.

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.