Collection File Transfer

Collection File Transfer

As the Practice Administrator, you are able to generate your own collection file.

Under the main billing tab, there is a category (COLLECTIONS)
Under that Category, there are (2) Sub-Categories 1. Send Patients to Collections
                                                 2. Generated File

1. Choose a Collection Agency from the drop-down menu and click Transfer and Generate Files

2. When the file is generated and finished processing a new window will open with a GENERATED FILES table
This table contains the results of all attempts to transfer patients to collections.
If some patients have indeed been sent to collections, you will see a link to the Excel File that contains information on the transferred patients.
Otherwise, you will see an explanation of why nothing was transferred.

    • Related Articles

    • PA File Transfer Guides

      See attached guides  

    • Televox Emails- HouseCalls ASP File Problem

      If you get an email that the Housecalls communication has an error for a certain date, please reach out to Interface support and have them rerun the file. You will have to also call Televox at 877-269-2904 and give the Televox numeric account number ...

    • How to Create Claims Manager test file

      There are two sps that must be updated on Sandbox so that the claims can be generated same day. "GetProvidersWithEDIClaims " and "GetEDIClaimsNew" stored proc's there is a parameter "@Auto" which is set to 1 always. So to create test files we need to ...

    • Data Export Completed - File Download

      The Data Export file you requested has been attached to this ticket. The file is password protected. Once you have downloaded the file, please reply to this ticket to confirm download and we will send you the password. Please note that some email ...

    • Send a Patient to Collections

       Please use the Collection tab when you are ready to send a patient to collections. The recommended report to use is Pre-Collections Completed (Reports > Billing). This will generate a list of all patients who have completed their pre-collections ...