There are two main methods for finding a practice's collections, each prioritizing a different result. Collections reports can be ran to find the amount of money that has been received by the practice, this is called Collections Received. Collections reports can also be ran to find the amount of money that has been applied towards treatment, this is called Collections Applied. Each comes with its own advantages, however it is up to the practice to determine which Collection type is needed.
*Note: Collections calculation formulas can be found at the bottom of this article.
Once the desired collection type is chosen, please open the Collection Summary in Reports.
Click the Date Filter field.
Select a Date Range, then click Done.
Click Run Report.
- Scroll down to the Totals By Clinic section and use numbers found here for the Collections calculation formulas below. Alternatively, the Totals By Provider section can be used to find collections per provider.
*Note: Payments in this report combines both normal payments and payments from account credit.
Collections Received - Add Payments and Deposits together, then from that subtract Overpayments, Payments Refunds, and Credit Refunds. The resulting number is the Collections Received.
Collections Applied - Add Payments and Payments from Account Credit together, then from that subtract Overpayments and Payment Refunds. The resulting number is the Collections Applied.
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