I went to posting payments and added the insurance information and the amount paid. I selected the patient and the patient is showing as in collections. The patient does have a balance but since they are “IC” it will not change it to patient’s responsibility. I have noticed this on a several other patients that are not in collections. How can I remove this?
Hello @ameaux
It’s hard to tell what the cause of your collections notification is. Can you send screenshots of the screen you’re seeing the IC on?
The invoicing workflow is supposed to automatically start invoicing the primary insurance. Then when that’s been billed it moves to the secondary insurance, then tertiary, then to ‘Self Pay’. Once the Self Pay is marked as completed it automatically puts the account in collections. It’s easy to kick the invoicing to collections if the information for any of the steps is missing, or some payment is inadvertently put in the wrong place or some other minor error.
OpenEMR’s billing processes are fairly complex, and the module and patient’s information need to be fully set up before it works right. See this page for the preliminaries and you can do your own searches of the wiki using the search tool at the bottom of most wiki pages.
Problem is, I’ve been looking for the pages I had in mind to show you since I first saw your post. But I can’t find pages I KNOW used to be there (because I wrote them!), that talk about collections. The wiki is a live thing with many people changing it so it’s possible some relevant pages have been deleted…
Hopefully- Harley
EOB Posting - Search
Select Method
Post Item
Payer:
Source:
Pay Date:
Deposit Date:
Amount:
Pt Debt:
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Disable Auto Adjustments
Billing Note Patient Invoice Svc Date Last Stmt Charge Adjust Paid Balance Prv Sel Email
09/08/2025 178.78 178.78 -1 IC PPt N
@ameaux Sorry, that list doesn’t give the same info as a screenshot where one can see the layout and details of the form itself that help identify the workflow.
However, relating to that page I linked, I seem to recall that if you make updates to one of the forms but do not select ‘without update’ it will automatically increment the PRV value and when it reaches the limit will place the pt’s account in collections.
Good luck- Harley
In collection has a dropdown when you edit the encounter form as well.
Thank you so much! I actually went to the encounter and selected edit as you suggested and was able to remove it from collection by selecting no. Thanks again.