CCS Use ONLY - This should only be done by Terrie P.
| 2. | Select Kopp Collection Service Interface |
| • | Password: Please for password |
| 4. | Implement collection interface for Kopp: Yes |
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| • | Set up new or change existing Collection Agency in the Master File. Before changing an existing Collection Agency, make sure that the office hasn't used this in the past for other collection activity. |
| • | Change the collection agency name if needed |
| • | Click Ins Co Screen / [F5] |
| • | AB (Assignment of Benefits): Y |
| • | AA (Accept Assignment): Y |
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| • | There is logging on the collection control file. This log will show any additions and/or changes made to the control file information. It will log everytime a collection file is selected and by what method. It will log if a previous collection file is overwritten by a new file. |
| • | File Sequence #: Leave blank |
| • | Bureau Office: Leave blank |
| • | Bureau Client #: Enter Client Name |
| • | Transmission #: Leave blank |
| • | BaudR Override: Leave blank |
| • | Note Type / Cat: These are Note Types and Categories that pertain only to the Collection Agency. Notes must be added to avoid problems with your transmission to the collection agency. If Notes are to be sent to the collection agency, only the notes that pertain to collections can be selected. Sending any other notes to the collection agency, will be a violation of HIPAA standards. |
| • | Agency Co #'s: [F1] for Insurance Company/Collection Agency list |
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| 1. | Make sure the diskette is formatted. |
| 2. | On the main server, insert the diskette and at $ type dosformat a: |
| 2. | Double click on My Computer (located on desktop) |
| 7. | Remove diskette from PC and close the session |
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| • | Add the Collection Agency to all of the accounts that need to go to collections through Patient Insurance. |
Patients > Select Patient > Ins > New > Select Kopp in InsCo field
| • | Move Open Non-Assigned Charges on this Account to Kopp? |
| • | Yes: Moves all open Non-Assigned charges (charges out to the Patient) to this company. |
| • | No: Requires each charge to be put individually out to this company |
| • | Still Allow Appointments for Account Members to be Scheduled? |
| • | Yes: Only for primary Patient, must do for all. |
| • | Use the Patient's Social Security number in ID # field: click Use Pat SS#. |
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| • | After all Patients have had the collection agency added to their account, select out a file and transmit. Note: If the primary Patient 2nd Address is attached to the account, this is the address that will be transmitted as long as the from and thru date have been completed. |
Office Tools > Interfaces > Export to Collection Agency > Kopp Collection Service
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| 1. | Add the client's name and account # to the document attached to the Collection Agency MEDENT Account. The code is ..Cur12sup - Current Client List. In the event that some programming needs to be done for the collection agency, we can be sure to send updates to all the listed clients, i.e. Acct # 863 Kopp Collection Service > Chart > Documents, etc |
| 2. | Check the client's insurance to be sure the correct collection agency is listed. If the correct information is not attached or is missing send a triage link to Patty B. She will update this information. |
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| • | Currently we offer these selections: |
Select Accounts for Collections (Individually)
Select Accounts for Collections (Search All)
Send Service Notice to Collections (Individually) - Not required for Kopp Collection Service
Transfer Collection Agency File to Diskette in Main Server
Transfer Collection Agency File via Modem / FTP - Not available for Kopp Collection Service
Transfer Collection Agency File To Your PC's Hard Disk
Print Collection Agency File
Collection Agency Control File
