Paperless Collection System

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Paperless Collection System

• Yvette Sims
• Midwest Regional Users Group
• October, 2001

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PCS

• Is a tool that helps manage your accounts
  receivable
• Tracks the productivity of your collectors
  through actions codes
• Provides statistics through action and income
  analysis reports

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• Allows you to work your aged AR effectively and
  efficiently through action codes.

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Theres No Right or Wrong Way!

• The success of PCS is to know your business
  practices Have a plan
• Working with BAR month end reports
• Aged Ratio, Collection Analysis
• Management of PCS
• Monitoring workfiles

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How Is PCS Used in the IDX Community

• Customer service
• Correspondence Workfiles
• Aged accounts receivable workfiles
• Weight measurements
• Linking of action codes
• BAR restriction

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Productivity Measurements

• Dictionary 173, Action Code Categories
• Create new categories based on weights
• Dictionary 174, Action Code , Field
• ACTION CODE SUBCATEGORY
• Custom Field in D174
• Productivity reporting via CAT parameter,
  custom AES report

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BAR Restriction

• Restricting access to BAR ensures that your
  collectors are working the aged A/R through PCS
  only.
• Productivity reports become more effective.

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Action Code Linking

• Linking action codes is an under utilized feature
• Linking of action codes eliminates the collector
  from making decisions
• Prompts the collector through the account by
  assigning the next action/step you want the
  collector to perform

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Commonly Asked Questions

• Account vs. Invoice Workfiles
• Creation vs. Transfer
• Too many or too few action codes
• Daily Reports vs. Month End Reports
• Sorting Workfiles

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Workfile Sorts

• Patient Name
• Invoice Balance Due
• Medical Record Number
• Age of invoice
• FSC Code
• Insurance Company Name
• Service Date

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STATEMENT WORKFILES
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F9 - DISPLAYS ITEM ACTION CODES
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PAGE DOWN KEY
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New PCS Features
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Features

• Expanded Workfile definition creating much more
  flexibility when setting up workfiles
• Assigning an action code to an invoice in
  account/statement workfiles
• Accessing BAR Enter Charges from PCS
• Entering ranges for income and action analysis
  reports
• Running Workfile compiles in the background

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New Features Cont.

• The ability to scroll and search PCS history
• The ability to view the full description of
  action codes in BAR
• Adding Daily Workfile and User Summary Reports to
  a Template

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NEW WORKFILE DEFINITION E Screen

• Three new screens have been created to
  accommodate the expanded workfile definition
  process.
• The screens have the same format regardless of
  the type of workfile that is being defined.
• Invoice Workfile screen (APIW.E)
• Account Workfile screen (APAW.E)
• Statement Workfile screen (APSW.E)

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REG_B_PAT
BAR_B_ACCT
BAR_B_INV
BAR_B_TXN or LINE_PAY
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Column

• Required field, uses a BAR Table .Column to
  define criteria.
• You can choose any column from
• REG_B_PAT.
• BAR_B_ACCT
• BAR_B_INV
• BAR_B_TXN
• BAR_B_TXN_LI_PAY

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Operator

• Required field that joins the relationships
  between the column and value.
• You can use the following values
• ,gt,lt.gt,lt,between, not between,like, not like
• Is null, is not null,in,not in, not,notgt,
  notlt-,notgt

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optional
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Value

• Defines the value of the criteria.
• Enter a Table.Column reference.

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New PCS History Selector

• The new History Selector will reduce the amount
  of time required to review history.
• This has replaced the roll and scroll format.
• It provides the ability to query against action
  codes used for specific invoices.
• The new selector will be accessible through
• PCS Action Code HIS
• PCS Acton Code V View History
• ?PCS command from BAR F7 - Invoice Inquiry

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HIS ACTION CODE
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PCS History Selector

• Filter PCS History by
• Group
• Workfile
• User Initials
• Invoice Number
• Action Code
• Action Date

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• Expand and contract the display
• An Invoice field has been added to the display
• Ability to view action code history in Reverse
  Order

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BAR Enter Charges

• New PCS action code (130) will take you
  directly into BAR Enter Charges.
• Eliminating the need to exit PCS in order to
  access BAR Enter Charges
• Ability to Enter Charges
• Delete Charges
• Charge Correction

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Assigning an Action Code to an Invoice

• This features allows you to assign action codes
  to invoices in account and statement workfiles.
• Productivity reports will reflect the that an
  action code has been assigned to one or more
  invoices.
• DBMS queries will be able to report this
  information as well.

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• Two new question in Dictionary 174, Action Codes,
  will flag action codes as being eligible for
  assignment to invoices
• At the action code prompt on the processing
  screen, enter a code that is set up to assign an
  action code to an invoice(s).
• This will invoke a new screen for processing of
  the item.

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?_at_ Action Prompt 8.6
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? _at_ Action Prompt
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Background Compiles

• Allows you to run workfile compiles in the
• background and release the terminal that is
  being used.
• Beneficial for workfiles that are not set up to
  auto compile.

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Ranges for Income and Analysis Reports

• New prompts allow printing of Income and Analysis
  reports for breakdowns need.
• Rather than printing the whole report
• Reducing time involved in printing and saves
  paper

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Action Analysis Report
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Income Analysis Report
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Workfile Lookup Commands

• ? returns an alpha sort of the workfiles off
  the MNE field.

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Workfile ? lookup
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• ?N returns a numeric sort of the workfiles

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