Use this task to add the external collection agencies the practice uses. After you have added the external collection agency, it must be assigned to the practice to use the external collection agency in Connect Back Office.

Step-By-Step Guide

Step

Instructions

Additional Information

1

From the External Collection Agencies page, click Create. The External Collection Agency: New page opens.

 
2Enter the name of the external collection agency in the Name field.

The Name field must be unique.

3Enter of the street address for the external collection agency in the Address line 1 and line 2 fields, if applicable. 
4Enter the zip code for the external collection agency in the Zip Code field. 
5(Optional) Enter the name of the city for the external collection agency in the City field.

The City field auto-populates based on the value entered for the Zip Code field, but can be updated, if necessary. 

6(Optional) Open the State drop down list and select the state for the external collection agency.

The State field auto-populates based on the value entered for the Zip Code field, but can be updated, if necessary. 

7(Optional) Enter the name of the primary contact for the external collection agency in the Contact Name field. 
8(Optional) Enter the phone number for the external collection agency in the Phone Number and Ext. fields. 
9(Optional) Enter the fax number for the external collection agency in the Fax Number and Ext. fields. 
10(Optional) Enter the email for the external collection agency in the Email field. 
11Open the File Type field and select the applicable option for outputting the external collection agency file. 
12Click Save to save and close the page.  

 

 

 

 

 

Related Topics

External Collection Agencies

External Collection Agencies Page

External Collection Agency: [name] Page

Updating External Collection Agencies

Deleting External Collection Agencies

Related Training/Support Documentation

Not applicable for this topic

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