Uop Collections Flowchart

Collections Process

Patty Hayes

HCR/230 Claims Preparation II

August 16, 2015

Angela Griggs

Collections Process

During the collection process, you may be required to send letters to the clients about their outstanding bills. You may find these letters under the collections directory on your file explorer. You should fill in all of the appropriate information for your patient before sending the letter. Letter 1 should be printed on green paper, in addition to the envelope. Letter 2 should be printed on orange paper with an orange envelope. Letter 3 should be printed on red paper with a red envelope. You should physically sign each letter you send.

Script

The collections process is a very important component of your job here. Our job is to bring as many past due accounts current as possible before they reach 90 days delinquent and are sent to collections. The first step is to run a patient aging report. Sort this report by (1) current clients and (2) past due clients. All current clients and those whose accounts are less than 30 days past due should be sent a current statement. This should be sent out before the bill becomes over 30 days. Sort the past due clients in the following manner (1) 31-60 days, (2)61-90 days, (3) greater than 90 days. All accounts that are greater than 90 days past due should be sent out to collections. For clients that are between 31 and 60 days do the following: At 45 days past due, call the client on the phone. Be sure to follow the calling rules above. When contacting a client by phone, you should always be careful not to intimidate the client, keep your temper, and stay positive. A sample call can go like this. “Hi, may I please speak to Mrs. Smith. Mrs. Smith, my name is _______ and I work for Dr. ______ office. I’m calling you today to set up payment arrangements on a bill that you have with our office. The...