The Collections Manager List is a highly customizable report that lists guarantors with outstanding balances. You can print the account information for all the guarantors who are listed in Collections Manager. You can also include the account notes for each guarantor on the report.
|
Why: |
To identify guarantors with outstanding balances so they can be targeted for collections |
When: |
Monthly |
To print the Collections Manager List
In Collections Manager, do one of the following:
Click
the Print button 
on the toolbar.
On the Print menu, click Collections List.
A dialog box appears, asking if you want to print the Collections Manager List.
To include account notes for each guarantor on the list, select the Include Guarantor Account Notes checkbox.
Click Yes.
The list prints from the default printer for Office Manager.
Important information this report provides
Guarantor Details - The information displayed in this section is highly customizable and depends on the view settings. The following is a comprehensive list of the possible data:
# Pmts Missed 0-30 Balance 31-60 Balance 61-90 Balance >91 Balance Account Clinic Account Provider Acct Balance Amt Billed to Ins |
Best Time to Call Billing Type Birthday & Age Chart # Email Address Family Position Future Rem. Type Future Reminder Date Guarantor City |
Guarantor Estimate Guarantor Name Guarantor State Guarantor Zip Code Home Phone Insurance Estimate Last Payment Amount Last Payment Date Last Statement Date |
PA Amount Due PA Rem Balance Prev Office Journal Entry Prev OJ Entry Type Soc Sec # Suspended Credit Work Phone & Ext |
Guarantor Notes - If you select Include Guarantor Account Notes when setting options for this report, guarantor notes appear on the report.
Report Totals - Combined totals for all guarantors.
