Tips & Tricks
 

Keep Collection Accounts on Notice with Collection Automation!

Benefit:

Keep your collection accounts moving through the process in gPM™ without extra manual intervention by enabling the collections automation feature. This feature will automatically update your collection accounts to the next appropriate status and generate associated letters so that these accounts don’t sit stagnant in the collections queue.

 

STEP 1
Access Collections Configuration
STEP 2
Click the Collection Automation checkbox and select the Default location for auto-generated collection letters. Then, click Save.

STEP 3

Access Collections Configuration again and modify the first collection status.

Select the Next Collection Status that will be assigned once the account reaches the next contact days.

Do this for each collection status.

. 

 

Now, gPM™ will automatically update collection accounts to the next status and trigger the appropriate letter.

 

RELATED ARTICLES

Let’s Work the Waitlist from Calendar View

Benefit: A simple right-click on an appointment slot in the Scheduler Calendar View gives…

Prescribing is easier with My Medications Favorites

Benefit: My Medication Favorites simplifies your prescribing workflow by using your favorite list of…

Access to Clinical and Billing Alerts in gPM™ is easy with Patient Summary

Benefit: The Patient Summary gives you a quick glimpse of important patient information such…