Introduction to the Collections Module

The Collections Module in Motivity is a vital part of managing the financial workflow in any healthcare practice, as it allows users to efficiently handle all payments and financial transactions related to patient care. It provides a comprehensive solution for posting payments, reconciling invoices, handling secondary claims, and managing patient responsibilities. The module seamlessly integrates with Motivity’s billing and claims management system to ensure that all payments are properly recorded and allocated to the appropriate invoices.

The Collections Module is designed to handle payments from various funding sources such as insurance claims (both primary and secondary), Medicaid, Grants, School Districts, and Patient Families. It also supports multiple payment methods, such as manual payments, payments received electronically through EDI 835 files (ERA), and payments processed through Stripe for patient responsibilities. The module’s powerful features allow for flexible payment application and adjustments, ensuring that accounts receivable (AR) is managed efficiently.

Scope and Purpose

This guide is designed for Revenue Cycle Management and Collections users; especially those new to ABA or ABA billing. It provides clear, step-by-step instructions for posting payments, applying them to invoices, recording adjustments, and managing denials, as well as copays, coinsurance, deductibles, and write-offs. 

Topics Covered

• A high-level look at the end-to-end process for posting and reconciling payments.

• How to enter and manage electronic, paper, and patient payments across different payors.

• Posting payments against invoices generated in the billing module, including partial payments and allocations.

• Handling secondary billing, assigning patient responsibility (copays, coinsurance, deductibles), and recording adjustments.

• Generating statements/invoices for caregivers 

• Final reconciliation, applying write-offs when appropriate, and closing payments and invoices once fully resolved.