COLLECTPlus Advisory Board Meeting for HDMS Users a great success!


We were pleased to host the COLLECTPlus Advisory Board meeting for the mutual clients of our partner Allegiance Group (AG) in December, 2018.

The AG team created an environment of open and honest feedback that made for some amazing troubleshooting and enhancement ideas. Seasoned users from Hart Medical, Carelinc and Sobaks Home Medical took the time to step through questions at each level of the collections process.   In addition, clients like SuperCare, connecting from the west coast, offered up powerful integration design ideas.

Of the 52 meetings I attended in December, this was by far the most collaborative and actionable! Be sure to attend the next one at the 2019 Users Conference in September!

Lisa Anderson, Universal Software Solutions

Collection Policy, Part 2: Where do I start when creating a Collection Policy?


When creating a collection policy, your goal is to create a published document that outlines the company’s collection procedures.  It will include a variety of topics from setting up a patient record to processing a payment. Keep in mind, the purpose of the policy is to help establish the collection culture of your organization and define who will complete which tasks throughout the process.

To begin, pull out your current documents. These notes will help you outline what is commonly known as your “workflow.” Your workflow will detail what happens when you receive an order and follows a patient’s journey until their bill is paid. Our patient invoice flow chart will give you some ideas on what to include.

Continue reading Collection Policy, Part 2: Where do I start when creating a Collection Policy?