Collection Manager

Collection Manager User Guide

Introduction

The Collection Manager provides the ability to gather Statements, to create Statements and to re-run Statements.
One important new feature in the Collection Manager is that all Statements are gathered into batches,
created into a a PDF printable format or electronic file, and if the user chooses, the option is available to add a
newly gathered batch into an existing batch.

Upon entry into the Collection Manager, There are three tabs at the top left of the screen:

• Patient Statements for basic statement gathering
• Advanced Statements 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

Section One - Statement Default Setup

Statement Setup provides a set of default options for all patient statements. These options control what information
is shown on printable statements and how to format it. Refer to the Statement Setup Guide for details.