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The Collections Tickler system is a tool provided by TruBridge to facilitate inhouse collection efforts and is designed for collection of private pay accounts (accounts with no outstanding insurance). These accounts drop into the Tickler File automatically following a Statement Run, based on settings in the A/R Collections Table. The Tickler system also has several reports designed to facilitate the daily/weekly collections efforts. Management may use these reports to gauge the progress of the collections staff.

 

Accounts dropped into the Tickler become eligible for review in the Tickler Functions screen by in-house collections personnel. This screen provides the collector with demographic information, account information and a means to plan future reviews.

 

The Tickler system is set up for daily and weekly functions, delegating responsibilities to the Collections Manager as well as the employees. Managers normally perform the weekly procedures, and collections personnel typically perform the daily activities.

 

Weekly procedures consist of Assignment of Accounts either automatically or manually and Transfer Accounts.

 

The system will automatically assign accounts to Collectors based on criteria set up in the Collections Table. Automatic assignment may be made by: Alpha by patient or guarantor, Stay Type, Financial Class or Balance.

 

Manual assignment allows access to all unassigned accounts, giving the option of delegating the accounts to the proper person.