Assign / Update Collection Information

1. Access the Assign/Update Collection Information page.
   • Through the Account Worklist (for accounts that do not currently include collection information)
     • Select Go To > Account Research > from Worklist. The Account Research from Worklist page opens.
     • Specify selection criteria and then click Display Accounts. The Account Worklist page opens.
     • Select the check box to the left of any account(s) to which you want to add collection information (the default limit is five).
     • Click Flag Accounts. The Assign/Update Collection Information page opens.
   • Through the Collections Worklist (for accounts that already include collection information)
     • Select Go To > Collections Tracking > from Collections Worklist. The Collections Worklist page opens.
     • Specify selection criteria and click Display Accounts. The Assign/Update Collection Information page opens.
2. View the account information.
   • To view the Patient Account Audit page for a particular account, click the account number in the Account Number column. For more information about the Patient Account Audit page, refer to View the Patient Account Audit Page.
   • The number of claims or accounts associated with the account number display in parentheses. For example, if there are two claims with the same account number, the account number displays as “012345678 (2).”
3. To associate unique collection information to an individual account, perform the following action.
   • Click the plus sign (+) to the left of the account number to access that account’s edit fields.
   • Click the plus sign (+) to the left of the Comment field to access that account’s list of comments.
   • Click > to access the Comment and User Code fields.

   Note: Although a blank User Code field is available in the comments list, you can add a comment without adding a corresponding user code

4. To share collection information across two or more accounts, click Show Edit Section. The edit section for multiple accounts appears at the top of the page.

   Note: You cannot access the edit section if there is only one account in your account list

5. You can perform the following actions in the multiple accounts section.
   • Specify any multiple accounts information in the Apply to Multiple Accounts section. To select a particular field to apply across all the accounts, click the check box to its left.
   • Specify any user codes, comments, or flags in the Set User Code and Comment for Multiple Accounts section. To apply that information to all accounts, click the check box to the left of the User Code field.
   • To associate the changes to all the accounts listed, click Apply to All Accounts.
   • To associate the changes to some of the accounts listed, select the Apply To check box to the right of each account you want to include, and click Apply to Selected Accounts.
6. Once changes have been typed in any section of the page, click Save Changes. Otherwise, the changes will be lost when you leave the Assign/Update Collections Information page.
7. Optionally, you can perform the following actions on the Assign/Update Payment Information page:
   •  Click Export. The Collections Export Options page opens. For more information, refer to Specify Collections Export Options.
   • Click Reset to clear any changes you have made since you last clicked Save Changes.
   • Add flags to individual accounts, or remove them. For more information, refer to Flagged Accounts and View the Account Worklist.
   •  Click an Account link to go to the associated Patient Account Audit page. For more information, refer to View the Patient Account Audit Page.
   •  Click a Service Type link to go to the associated Service Type Definition page. For more information, refer to Define Reimbursement for a Service Type.
   •  Click View Account Denials to view the denial information for this account. This link is only available if your facility is set up for Integrated Denial Management and there is denial information associated with this account. For more information, refer to Manage Imported Denials.
   •  Click View Denial History to view the denial information for this account. This link is only available if your facility is set up for Contract Manager Denial Management and there is denial information associated with this account. For more information, refer to View Account Denial Information.
   •  Click Add Denial Override to override the denial information for this account. This link is only available if your facility is set up for Contract Manager Denial Management and there is denial information associated with this account. For more information, refer to Add a Denial Override.
   •  Click Generate Resubmission Package in an account edit section to go to the associated Generate Resubmission Package page. For more information, refer to Generate a Resubmission Package.
   •  Type an account number in the Research Another Account to view collection details for a different account.

     Note: If you make any changes in the edit fields, you must click Save Changes before you click Generate Resubmission Package, or those changes will be lost

   • View a list of Insurance Payments for a particular account.
     • Click a link in the Insurance Payments column. The Insurance Payments window opens.
     • View the Insurance Payments information. When you are done, click the X to close the dialog box.
   • View a list of Insurance Adjustments for a particular account.
     • Click a link in the Actual Discount column. The Insurance Adjustments window opens.
     • View the Insurance Adjustments information. When you are done, click the X to close the dialog box.

The following table describes heading information on the Assign/Update Collection Information page. The fields are sorted by section and listed in alphabetical order.