The collections workboard
Work open balances honestly, with pay-links and a dunning state per patient.
3 min read
Collections (Business → Shop → Collections) lists open PMS balances so the desk can work them in order, send a pay-by-email link, and see where each patient is in the follow-up — without inventing aging numbers the PMS didn’t give us.
- 1Sort by largest open balance; each row shows the latest pay-link status and last online payment.
- 2Send a pay-link in one click; the patient pays online and it lands in your reconciliation.
- 3Escalate a stubborn balance into a payment plan right from the board.