A patient has repeatedly failed to pay their outstanding balance for medical services rendered. Having followed the office's set protocols for attempting to collect the debt, you are preparing to send the account to a collections agency. Which of the following steps should be taken before submitting the account to the collections agency to ensure adherence to standard collection practices?
Withhold the patient's medical records until they have cleared their outstanding balance.
Send the patient a final notice informing them of the intent to forward their account to a collections agency.
Contact the patient's family members to request they assume responsibility for the payment.
Inform each member of the healthcare team dealing with the patient to encourage payment at their next appointment.
Before sending an account to a collections agency, it is essential to provide the patient with a final notice. This gives them one last opportunity to settle the debt and is considered a best practice for ethical debt collection. The final notice typically includes information regarding the outstanding balance, any previous attempts to collect the debt, and a time-limited offer to resolve the account before it is forwarded to collections. It is not standard practice to directly involve each member of the healthcare team in the collections process or to request family members to pay the debt on behalf of the patient. Additionally, withholding medical records until the debt is paid may breach patient rights under HIPAA, depending on state laws and specific circumstances.
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