Collection Manager

Collection Manager User Guide

Introduction

The Collection Manager provides the ability to gather Statements, to create Statements and to re-run a Statement that
was created in the past. One important new feature in the Collection Manager is that all Statements are gathered into batches,
and then created into a a PDF printable format or electronic file. Upon entry into the Collection Manager, There are three
tabs at the top left of the screen:

• Patient Statements for basic statement gathering
• Advanced for more versatile manipulation of statement gathering
• Flag Tab to open previous batches

Terminology

• Statement - A collection of one or more claims
• Statement Run - the process of creating one or more statements based on a Statement Batch
• Statement Batch - A group of statements created through the use of the Statement Filters
• Statement Filters - The method by which claims are gathered together so they can be placed into Statement Batches