The Collections Admin page provides a consolidated location to create and manage all collections-related items.
From the page, you can define:
- Actions and Action Series
- Collector Groups
- Guarantor Collections Assignment Rules (at enterprise-level and practice-level)
- Insurance Collections Assignment Rules (at enterprise-level and practice-level)
- Denial Groups
- Denial Group Assignment Rules
- Pre-Collections Task Creation Rules
- External Collection Assignment Rules
- Manage Collection Letter templates for guarantor and insurance collections
Rules and groups created here can be used throughout Connect Back Office to manage and execute collections activities.
Collections Admin Subtopics