An option that allows Agencies to assign individuals as collectors to receivables available in the A/R module. The features of this option include the ability to assign an Associate to all Payer Categories, assign an Associate to an individual payer category or assign an Associate to a specific payer and/or a specific Patient encounter.
To access this option, select Collector Assignments from the A/R drop down menu.
To assign a collector, select the <udl-orange>Assign Collector<udl-orange> link. Select this link to assign an Associate as a collector to payer categories, individual payers, individual patient encounters.
A pop-up screen displays. Select the drop down to the right of Agency to <btn> Select Agency <btn>
Choose your agency(ies) from the drop down.
Click on the drop down to the right of "Level" to <btn> Select Level <btn> which includes:
Choose your "payer".
If you choose "Payer", you will get another drop down to choose the specific payer. If you choose "Single Payer Category" you will get a drop down to choose the specific Payer Category. Click <btnw> Continue <btnw>
Click on the drop down to the right of "Assign To" to <btn> Select Associate <btn>
Choose your associate.
Click on the drop down to the right of "Payer Category" to <btn> Select Payer Category <btn> if you chose <btn> Single Payer Category <btn>OR
Click on the drop down to the right of Payer to <btn> Select Payer <btn> if you chose <btn> Payer <btn> as your Level.
Choose the "Payer Category" if you chose "Level" of <btn> Single Payer Category <btn> OR
Choose the "Payer" if you chose "Level" of "Payer"
Choose <btnw> Save/Add More <btnw> if you want to add more Collector Assignments OR <btnw> Save/Close <btnw> if you have finished adding Collector Assignments. You can also <btnw> Cancel <btnw> if you are not happy with your changes
To edit a Collector Assignment, click on the Edit <icon-editpencil>xxx<icon-editpencil> pencil.
Make the necessary changes and click <btnw> Save/Add More <btnw> to add more or <btnw> Save/Close <btnw> when you are finished.
Click on the Trash Can <icon-trashcan>xxx<icon-trashcan> icon to delete the Collector Assignment</icon-trashcan></icon-trashcan>
You will be asked if you are sure you want to delete. Click "OK" to confirm.