Creating or Modifying Collection Stage Letters

To modify a letter before it is printed and mailed, edit the letter for the desired Invoice and Stage as it appears in the Collection Letters screen and then save it. To make a permanent change to the standard letter for each stage, you need to modify the templates from the Collection Stage database, which is accessed by pressing F5 when the cursor is in the Stage field (or you can select it from File Maintenance > Setup - Billing). This will bring up a list of collection stages; highlight the one you want to edit and then click on the Edit button, and you will see a screen similar to the one illustrated below.

Press F3 to access the memo and you will see the stored collection letter. Edit the letter to comply with your clinic policies and the laws of your state. Each time you specify this Stage on the Collection Letter screen, the new letter will automatically appear. To create a new Collection Stage, select Add and enter a new ID and Description. Then use F3 to access the memo window and create a new collection memo.