Delinquent Patient Accounts

Once you have determined an outstanding patient account is delinquent, WebPT Billing has several tools available to help manage those accounts and to move them out of the working A/R.

Collection Flag

If it is determined that a patient’s account should be sent to a collection agency, you have the ability to set the Collection Flag and the patient will no longer receive statements. To set the Collection Flag on an account, click the checkbox at the top-right of the Financial section labeled Collection.

By checking this box, a flag icon displays in the patient header stating that the Collection Flag has been set. This icon is viewable by all users alerting them of the patient’s collection status.

Additionally, an Account Note is added to the patient's account.

Payment Plan Flag

If a patient has a high balance and agrees to a monthly payment plan, you are able to flag that account to indicate that the patient is on a payment plan. To set the Payment Plan flag, click the checkbox next to Payment Plan on the top-right of the Financial section.

Checking this box will also add an Account Note stating that the patient is on a payment plan. It will also display on the Patient Statement Listing report.

ACOL Adjustment

If an account balance needs to be removed from the working A/R because it has been turned over to a collection agency, you should adjust off the balance using an ACOL adjustment code.

Account balances that have been adjusted using ACOL as the adjustment code will appear on the Payment Audit Summary.

1. To access the Payment Audit Summary, navigate to the Payments Menu and select Payment Audit Summary. 
2. Complete all of the required search criteria fields and click Search. 
3. To view the Adjustment Codes along with the patients and their adjusted balances click All in the Deposit Detail column.