Tuesday, October 24, 2017

Hiding Patients on the Collections Manager List that You've Already Contacted

Updated 10/8/2019

Let's say you have generated a list of patients with outstanding balances in the Collections Manager. You are working your way through the list, calling patients to talk to them about their balances and explaining their options, but because you are making these calls in between your other front desk responsibilities, you want to remember who you've contacted and who still needs to be called. You can hide patients on the list that you've already talked to, but still keep them on the list as having an outstanding balance to be paid.

How To
  1. Select a guarantor's name from the Collection Manager list.
  2. Right-click the guarantor's name and select Hide Account.


The patient is removed from the list until the next time the list is generated.

Additional Tips
  • After you've generated the list and begun making phone calls (or otherwise contacting patients), leave the list open. You can minimize the list to work on other tasks and restore the list with your previous settings and patients still hidden when you want to continue working.
  • If you close the list completely, you will have to enter your View criteria again (or generate using the last View settings), but patients previously hidden will be back on the list.
  • Read the Dentrix Magazine article titled, Simplifying Collections with the Collections Manager for more information.

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