When processing statements, we currently have to manually track and send patients to collections. This process is time-consuming and leaves room for human error because we have to remember which patients have reached the collections threshold. As a result, we end up reworking the aging report repeatedly.
We would like a feature that automatically flags or sends accounts to collections after clear criteria are met, such as:
After 3 consecutive statements with no payment
Or when an account reaches 30/60/90+ days past due (configurable thresholds)
An automated workflow or alert would save significant time, reduce mistakes, and make our collections process more efficient.
Please consider adding this feature to help streamline account management and ensure timely collections.
Guest
Try Syncom collection agency. They integrate with Dentrix.
I like the idea if after 3 consecutive states with no payment is used.
The problem I have with the 30/60/90+ days past due is I have run into the issue that when we have a claim that isn't paid within a certain time frame (like 60 days or so), the statement will print as 31-60 days 'past due'.
The idea is great though!