Bulk Collections Deep Dive
Why This Matters
Bulk collections power one of the most financially impactful features in Weave — the ability for offices to request payment from multiple patients at once. Understanding what data is synced and how it's used will help you implement and debug collections-related tickets.
What You'll Learn
- What the collections tab shows in NWx: a list of patients with outstanding balances
- What data is synced to populate collections: patient accounts with aging balances from the PMS
- How offices use the collections tab: select multiple patients → send bulk payment request messages
- What the integration team's responsibility is: sync the account/aging data from PMS to Weave
- How the PXE team uses this synced data to populate the collections UI
- Common data quality issues that cause patients to appear incorrectly in collections
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Lesson Summary
Bulk collections is the feature that lets offices request payment from multiple patients in one action. In NWx, the payments tab → collections view shows a list of patients who have outstanding balances. This data comes from the integration team syncing account/aging data from the PMS. The PXE team takes that synced data and renders the collections UI. Offices can select multiple patients from this list and send them a payment request message simultaneously. The integration team is responsible for the accuracy of the balance data — incorrect aging buckets or missing accounts are the most common bugs reported against this feature.