A collection agency aids with the collection of overdue payments from patients. Follow this guide to quickly add a collection agency within CareStack.
- Navigate to the System Menu > Practice Settings > select Collection Agency.
- Here are the Collection Agencies that have been added to the system.
- Click View on the far right to see all the details of the corresponding collection agency.
- Click +Add Collection Agency on the top right to add a new collection agency.
- Enter the mandatory details such as name, address, location location-related details, and assign the collection agency ID as required.
- Enter Contact details if you wish to reach out to them.
To add a new payment from your collection agency.
- Navigate to your System Menu > select Collection Payments.
- Click Add New Payment on the upper right or in the middle of the screen.
- Select the Collection Agency.
- Fill out the necessary Payment Details.
- Click Add Receipt.
- The newly added Payment Receipt will appear at the top of the list on the left-hand side.
- A toast notification will appear on the top right as 'Transaction Completed Successfully.'
Click here to learn more about posting and managing payments from a collection agency.
This is how simple it is to add a collection agency and a collection payment within CareStack.