Seminar 2: Accounts Receivable Management and Collections in the Healthcare Practice

1 Day Seminar

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Seminar Objectives:

By the end of the seminar, participants will be able to:

  1. Understand the receivable processes, credit & collections management, and receivables & bad debt reduction.
  2. Develop effective credit policies that meet your practice’s’s objectives.
  3. Use billing best practices techniques.
  4. Employ effective collection policies.
  5. Evaluate the accounts receivable process and implement best practices.
  6. Apply tools and techniques to effectively monitor performance.


Where & When?

Seminar 2: Accounts Receivable Management and Collections in the Healthcare Practice

Durbanville On Request
Centurion On Request
Roodepoort On Request
Alberton On Request
Durban On Request
Richards Bay On Request
Port Elizabeth On Request


This seminar includes topics about:

1. Introduction

  • Credit – a definition.
  • The Patient – Doctor – Funder Relationship.
  • Elements of credit.
  • Element of risk.
  • Element of cost.
  • Summary

2. The Role of Accounts Receivable Management.

2.1.     Introduction.

2.2.     Objectives of accounts receivable management.

2.3.     Operational objectives.

2.4.     The role of the front office in accouns receivable management.

2.4.1.  Patient registration process.

(a)    What happens legally if a patient visits a practice?

(b)   The question is: What type of Agreement is this?

2.4.2.  Management of no-shows.

2.4.3.  Connecting with your patient.

2.4.4.  The human touchy why empathy and communication are key to effective collections.

2.5.     Summary.

3. Regulatory and Ethical Background to Accounts Receivable Management in the Healthcare Practice.

3.1.     Legislation and regulations applicable to accounts receivable management.

3.2.     Ethical rules applicable to accounts receivable management.

4. Formulate and Implement a Credit and Collection Policy for the Healthcare Practice.

4.1.     Credit policy.

4.1.1.  Introduction.

4.1.2.  An opportunity for the healthcare practice.

4.1.3.  Overview of credit policy.

4.1.4.  Other factors.

  • Industry needs and standards, including receivable metrics.
  • Practice needs and standards.
  • Staff needs and standards.
  • Developing a policy.
  • Other factors worth mentioning.

4.1.5.  Example template credit policy.

4.2.     Collection Policy.

4.2.1.  Introduction.

4.2.2.  Factors influencing the formulation of the collection policy.

(a)    Policy affects profits.

(b)   Losses through bad debts.

(c)    Collection costs.

(d)   Determines the attitude of patients.

(e)   Liberal or conservative collection policy?

4.2.3.  Example template credit policy.

5. Managing Accounts Receivable.

5.1.     Understanding the Accounts Receivable Process.

5.2.     Maintaining Credit Policies.

5.3.     Managing disputes.

5.4.     Managing internal collection procedures for accounts receivable in arrears.

5.4.1.  Eliminating barriers to payment.

5.4.2.  Recognizing excuses and delaying tactics.

5.4.3.  Providing solutions to non-payment.

5.4.4.  Collecting small patient balances.

5.4.4.  Telephone collection techniques.

5.4.5.  Written collection techniques with template letters.

5.5.     Managing external collection procedures for accounts receivable in arrears.

5.5.1.  Collection agency or an attorney?

5.5.2.  Steps to consider before working with a collection agency.

5.5.3.  POPIA operators agreement with collection agency.


What’s included?

The following is included:

  • a Copy of our comprehensive manual and presentation.
  • Attendance certificate.
  • Refreshments and lunch.
  • Notebook and pen.



R 1,795.00 per delegate  (15% VAT inclusive) (-10% for more than 1 delegate from same organisation)

Inhouse Training

This seminar is also available as an in-house / onsite or group basis training seminar for groups of 6 and more, at a fixed discounted tariff.

To request a quotation contact us wih the name of the course that interests you, the number of delegates, the physical address where the training will be conducted.
Training programmes can be compiled based on the specific training needs of your organisation.delegates from the same practice).