Collection Setup

The Collection Setup section displays the collection settings, status, and any invoice notes.

Field Description

Automatically close

collection note if claim is paid

Select to prompt the system to automatically close collections when payment is received. This occurs with electronic remittances as well as when applying payments manually. Select the Collection Status to indicate a status to automatically apply to the collection.

If a denial is received via an ERA

automatically update status

Select to automatically update the status if an ERA denial is received. Select the Collection Status to indicate a denial status.