Tuesday, July 21, 2015

Generate a List of Patients with Outstanding Balances with the Collections Manager

Updated 6/26/2019

With the Dentrix Collections Manager, you can quickly generate a list of patients with overdue balances based on criteria you select. Do you want to find patients with a specific minimum balance due? Or do you want to find only the patients past due 60 days or more?

It's easy with the Collections Manager. Plus, not only can you generate a list of patients, you can merge a collection letter, create a new email message, or have all the information you need to make a collections phone call right from the Collections Manager.

You launch the Collections Manager from the Office Manager.  Click the Collections Manager button, or click Analysis > Collections Manager.

The Collections Manager View dialog box appears allowing you to filter the patient accounts you want to see in the list.

Watch the video below for an in-depth look at filtering your patient list using the Collections Manager.

For additional information, read the Simplify Collections with the Collections Manager article in Dentrix Magazine.

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