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Overview

There are two forms of this page. The fields and information displayed are identical between the two, but the pages are used for different functions:

  • The Collection Letter: New page is used to create the layouts for collections letters to be used for guarantor and insurance collection activities.
  • The Collection Letter: [collection letter] page is used to maintain and make modifications to a previously created collection letter layout template.

How to Get Here?

 To open the Collection Letter: New page:

From the Home Page:From the Menus:Via Shortcut Keys: 
  1. Click Collections Admin from the Admin list.
  2. Click the Collection Letters tab.
  3. Click Create.
  1. Open the Admin menu and select Collections Admin.
  2. Click the Collection Letters tab.
  3. Click Create.
  • From the Collections Admin / Collection Letters tab, press [Alt] + [C].

 

To open the Collection Letter: [collection letter] page:

From the Home Page:From the Menus:Via Shortcut Keys: 
  1. Click Collections Admin from the Admin list.
  2. Click the Collection Letters tab.
  3. Select the letter layout to be modified.
  4. Click Update*.

*Alternate Navigation: Double-click the letter template from the list of Collection Letters

  1. Open the Admin menu and select Collections Admin.
  2. Click the Collection Letters tab.
  3. Click Update*

*Alternate Navigation: Double-click the letter template from the list of Collection Letters

  • From the Collections Admin / Collection Letters tab, press [Alt] + [U].

 

(Click an image below to enlarge.)

Collection Letter: New Page

Collection Letter: [collection letter] Page


 

Field Definitions

Field

Type

Required 

Description

NameFree TextYesThe unique description of the collection letter layout.
Language Drop Down Yes

Determines the language used in the collection letter. Currently, the supported languages are English, Spanish, French, German, Italian, and Portuguese.

The letter sent to the patient is based on the language associated to the person (but can be updated in this field). The system does not translate the correspondence; it must be written in the corresponding language.


Letter Text Free TextYes The blank canvas for creating the letter content and layout. The letter content is the combination of text that you type and data fields for the data that you want to merge into the content when the collection letter is created in Back Office.
Available Data Fields 

Display Only

(Pulled from system Collection Letter Template fields.)

Not applicable

Contains a list of data fields that can be used in the letter content. The data fields are placeholders for the actual data to be merged from the guarantor account when the collection letter is created in Back Office.

A few examples of the 80+ available fields include:

{{Letter_Date}}

{{Account_Number}}

{{Balance_Due}}

{{Parient_First_Name}} and {{Parient_Last_Name}}

Button Descriptions

Button

Shortcut Keys

Description

Step-By-Step Guides

Print Preview[Alt] + [P]Preview the collection letter template.Previewing Collection Letters

 

 

 


 

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