Collections Manager overview

With the Dentrix Enterprise Collections Manager, you can increase your practice's revenue by decreasing your accounts receivable. Collections Manager displays a list of overdue accounts that need to be contacted, based on aged balances, payment dates, and other information you select. From this list, you have access to all the relevant information for an account to make decisions about collections.

Also, with Collections Manager, you can merge a letter and send an email message. Once you contact a patient, you can make notes regarding the contact, set up a payment agreement, or change a billing type. Pulling all of this information and functionality into one window can make the collections process smoother, more efficient, and more productive.

To learn more about the features of Collections Manager, click any of the following links:

Opening Collections Manager

Collections Manager toolbar

View options

Setting up a view

Adjusting column widths

Sorting the list

Contacting patients

Removing accounts from the list

Adding Office Journal entries

Adding guarantor and billing statement notes

Setting up payment agreements

Analyzing collections information

Printing from Collections Manager