Page 11 - Client Coordinator

3004 – Accounts Receivable and Bad Debt

Result Statement: To minimize amount of bad debt to below industry standard ( 2.5% or less of gross sales ) by
utilizing Payment Plan options like Care Credit/Vet Billing/other available payment plan, providing clients with
treatment plans for recommended services, and to have clients pay for services prior to leaving the premises.

Managed by: Client Coordinator

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BY THE 5 OF EACH AND EVERY MONTH:

MONTHLY STATEMENT PROCESS (30, 60, 90 Day Statements)
 In AVIMARK go to Work With – Reports –Statements – Select A/R Summary Tab – Select Inactive Clients
– Deselect Credit Balances - Print

 At the beginning of each month review attached report

 Send out statements on the first of the month to clients that have a current balance
o AVIMARK – Work With – Reports – Statements- Prompt to Close – Apply Service Chg

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