Complete this task to generate the Account Overview report which details charges, payments, refunds, adjustments, aging, billing history, notes, and guarantor collections for an active AR account.
The Print Overview function is different from the Print Activity function:
- The Print Activity function prints a sequential line-by-line replication of the Active AR tab data window.
- The Account Overview report groups like activity together and presents them in a convenient, easy-to-read format.
Step-By-Step Guide
Step | Instructions |
|---|---|
| 1 | From the Act: [ID] > Active AR tab, click Print Overview. The Account Overview report opens.  |
| 2 | Use the toolbar to save, print, or review the report. |
Act: [ID] / External Collections Tab
Update Person / Person Information Tab
Update Person / Address History Tab
Applying Service Line Adjustments
Rebilling Claims with Fee Changes
Rebilling Claims without Fee Changes
Reversing Miscellaneous Adjustments
Reassigning Financial Responsibility
Transferring Service Fee Lines to Internal Collections
Transferring Service Fee Lines to External Collections
Canceling Pre-Collections on Service Fee Lines
Suspending Pre-Collections Eligibility Status on a Specific Service Fee Line
Holding Statements on Specific Service Fee Lines
Generating the Remit Detail Report
Not applicable for this topic