TSI Sent Accounts

In the Manage Module, click tsi Collections , Unsent Accounts tab.

From here you can send past due accounts to TSI and manage TSI accounts. TSI will handle all debt collection activity for all accounts sent to them.

Send Past Due Accounts to TSI

  1. Highlight the guarantors to send to TSI. Click All to select all guarantors. Click None to deselect all guarantors.
  2. Under Account Placement, select the type of TSI account to send to.
    • Accelerator: Use for accounts less than 90 days old.
    • Profit Recovery: Use for accounts between 91 days and 6 months old.
    • Collection: Use for accounts older than 6 months.
      Note: If a user selects the wrong Demand Type for an account, a warning popup message will appear asking to select the correct type.
  3. Click Send to TSI.
    • The C billing type will automatically be assigned to the sent accounts.
    • TSI will begin managing billing and collection activity.

Sent Accounts Tab

Once an account has been sent to TSI for biling and collection management, it will list in the Accounts Receivable Manager under the Sent Accounts tab.

Account Filters: To save criteria as the default for the next time you run the report, click Save as Default.

Guarantors - Sent to TSI: Add or remove columns in Display Fields, A/R Manager Sent Grid.

Suspend TSI Billing and Collection Activity

  1. Under Account Status Updates, click the New Status dropdown, then select Suspend.
  2. Click the Billing Type dropdown and select the billing type to assign to the suspended accounts.
  3. Click Update TSI to send the information to TSI.

Note: If the patient is sent back to TSI within 50 days of their suspension date, their account will be reinstated. If sent after 50 days, it will be sent as a new account to TSI.


The guarantor will be removed from the Sent Accounts tab. The suspended date and time will list on the Unsent tab under DateTime Suspended.

Reinstate a Suspended Account

  1. On the Accounts Receivables Manager, Unsent Accounts tab, locate and highlight the suspended account(s).
  2. Click Send to TSI.

The guarantor will move to the Sent Accounts tab and the reinstate date and time will list under Last Transaction.

Cancel TSI Billing and Collection Activity

  1. On the Accounts Receivables Manager, Sent Accounts tab, select the Guarantor(s).
  2. Under Account Status Updates, click the New Status dropdown, then select Cancel.
  3. Click the Billing Type dropdown and select the billing type to assign to the cancelled accounts.
  4. Click Update TSI to send the information to TSI.

The guarantor will be removed from the Sent Accounts tab.

Payment Plans

If you create a Payment Plan for a patient whose guarantor has been sent to TSI a warning will display that a message will be sent to suspend the account with TSI. If you choose to continue the TSI account will be set to Suspended. After 50 days the TSI account will be automatically cancelled.

If the office decides to send the patient back to TSI for collections, the payment plan must be deleted before reinstating the account with TSI.