Using the Claim Status Connect report for Collections

Many practices use the Claim Status Connect report to manage their collections process. 

Most frequently, practices would use the following steps: 

1. Set all claims that need to go to collections to a certain status, such as Collections.
2. Set up the Claim Status Connect report per the instructions in this guide to pull all claims with the status from #1 with a balance. 
3. Run the report created in #2, and export the file to send to the collections company. Do not proceed until the collections company has verified that they received the file and it is what they need. 
4. Once the collections company has confirmed that they have the needed information, you can either:
   1. Write off the balances in Billing Query, maintaining the unpaid collections amounts with the collections company, or 
   2. Change the status to something like "Sent to Collections" if you're planning on maintaining the balances in your A/R.