A collection agency is typically an organization that is engaged by creditors to collect overdue funds. To add a collection agency in CareStack, perform the steps given below.
Watch this video for a quick walkthrough.
- Navigate to the System Menu > select Practice Settings > Collection Agency.
- Click + Add Collection Agency.
- Enter the mandatory information:
- Name: Name of the collection agency.
- Address: Location of the collection agency.
- Zip: The agency's zip code.
- City: The city where the agency office is located.
- State: The state where the agency is operational.
- You can also enter optional information such as Collection Agency ID, Phone, Website, and Contact Details.
- Click Save.
- A toast notification will appear on the top right stating, 'Collection Agency Details Saved Successfully.'
To Edit an Existing Collection Agency
- Click View from the Collection Agency listing page > Edit.
- Make the required changes.
- Click Save.
Practices can make use of this simple guide to learn how to add a new collection agency and edit them if needed.