Work sequence
Select the items to be checked.
Open the outstanding balance report and set the desired time period or scope. Use patients, services, and bills as a common reference point before escalating work.
Separate original sales and remaining balance.
The original bill and the payment amount have been reviewed. For example, a bill of 8,500 baht has been paid for 7,000 baht, so there is 1,500 baht remaining that must be followed up. Wallet top-up amounts and deposits must be checked according to the type of transaction.
Prepare information before contacting.
Check name and contact information. Complete with a summary of bill numbers and amounts that must be followed up with the responsible person. Sending a message or reaching out is a step that the team must continue to manage.
Things that should be checked before continuing work.
The remaining balance after checking the payment history, bill number, and correct contact information. and responsible for following up
Scope of the sample
The team is the contact person according to the procedures set by the clinic. using authorized information and channels
Frequently asked questions
Does outstanding balance mean the patient has not paid yet?
It may be a partial payment transaction. Therefore, you must open the bill and check the payment history before finalizing it.
Is the debt collection system automatic on behalf of the team?
This example is a viewing and checklist for the team to follow. It doesn't show sending messages or automatic payment collection.