About Account Management

The Tools > Account Management Sheet Bar option from the RCM Home Page is used to assign a collector at the individual account level and to simplify the process of assigning a unique collector and follow up date at the Insurance Carrier or Physician level.

Other options for assigning a collector include:

Configuring the RCM module to automatically assign a collector/RCM Follow-up DateThe date on which a transaction will appear in the collector's queue for follow-up. on all charges posted using the Tools > Configuration Sheet Bar option. See Configuration.
The Assign/Modify/Remove Collectors option available from the RCM Home Page Sheet Bar, which is used to transfer accounts currently assigned to one collector over to another, or to modify the RCM Follow-up Date on a set of transactions.

Tasks

Assigning a collector to individual accounts
Assigning a collector and initial RCM Follow-up Date by physician
Assigning a collector and initial RCM Follow-up Date by carrier