Category Archives: HME order workflow


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.

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