Manage by Exception: How to Drive Performance with COLLECTPlus

Tag: Billing Best PracticesHealthcare CollectionsPatient Pay Collectionsrevenue cycle management

Why Internal Ownership Drives Patient-Pay Success

Even the most advanced billing technology can only go so far without the right people managing it. While automation is key to efficiency, successful patient-pay outcomes also rely on engaged teams and smart oversight. That’s where the concept of “managing by exception” becomes essential.

With COLLECTPlus, providers gain the tools they need to streamline billing processes, but it’s up to internal staff to ensure clean data, track performance, and address issues as they arise. When managed effectively, this partnership between people and technology leads to higher collections, faster payments, and better patient experiences.

1. Ensure Accurate Data Entry from the Start

COLLECTPlus is only as strong as the data flowing into it. Inaccurate patient demographics, outdated payer info, or incorrect invoice statuses can disrupt the automation pipeline and delay collections.

That’s why it’s critical to:

• Implement regular data audits
• Train intake and billing staff on data accuracy

Correct errors promptly in your billing system so updates flow into COLLECTPlus Clean, validated data enables smoother workflows and minimizes the need for manual interventions later.

💡 Tip: Set data accuracy benchmarks and monitor them weekly to ensure system integrity.

2. Use Dashboards to Identify and Resolve Exceptions

COLLECTPlus is designed to help your team manage by exception –meaning staff only need to intervene when something falls outside the normal process.

Below are a few items that the built-in dashboard highlights:

• Bad Addresses – accounts with incorrect address information
• Under Minimums – accounts with balances below your set threshold
• Suspended – accounts where communications are paused

Autopays – accounts enrolled in Autopay that have an open balance…and more, allowing your team quick visibility into accounts that require attention.

By focusing on these exceptions, your team can proactively address exceptions while letting automation handle everything else.

3. Track A/R in Real Time with Actionable Reports

Real-time reporting is one of the most powerful features in COLLECTPlus. Managers can view the full lifecycle of an invoice –from generation to final payment or collections –without jumping between systems.

Use reports to:

• Access newly imported invoices
• Review daily online payments
• Monitor aging accounts receivable
• Track Payment Portal usage and eDelivery only enrollment
• Track Autopay enrollment and performance

This visibility allows you to identify trends early, address potential issues, and ensure nothing slips through the cracks.

4. Make Smarter Decisions with Real-Time Insights

Data is only useful if it leads to action. COLLECTPlus doesn’t just show you what’s happening, it gives you the tools to take immediate action inside the platform.

Whether it’s resending a failed statement, updating a patient’s communication method, or escalating an invoice to collections, COLLECTPlus enables data-driven decisions in real time.

✅ Result: Faster response, fewer errors, and a stronger revenue cycle.

COLLECTPlus Puts Performance in Your Hands

When your internal team knows how to use COLLECTPlus effectively, they gain:

• More control over patient-pay performance
• Less time spent on manual tasks
• Greater focus on resolving the issues that matter most
• Increased confidence in reporting and collections outcomes

The technology is powerful, but your people make the difference.

Empower your team with the tools and insights in COLLECTPlus

COLLECTPlus enables smarter billing management from intake to collections. Help your team drive better outcomes through actionable insights and exception-based workflows.