Billing to Debt Management (Desktop App)

Before a practice or bureau can do the setup of the Credit Control Assistant, the business processes to be followed need to be designed.

Determine the following:

1. Which steps do you want to take in the collection process?
2. Do you want to work out your collection process from service date or from capture date?
3. Determine the amount of days from service or capture date associated with each process.
4. Decide which sms, emails, front page and final demands you want to use with each step and set it up before hand.

The following serves as an example of steps taken after service or capture date:

• within 5 days - send out invoice
• 14 days - send out a statement
• 21 days - send sms to patient
• 45 days - final warning
• 60 days - handover / write-off