Complete this task to reassign collection tasks from one collector / collector group to another for either guarantor or insurance collections.
Step-By-Step Guide
Step | Instructions | Additional Information |
|---|---|---|
| 1 | From the Guarantor or Insurance tab, select the collection task(s) to reassign. | |
| 2 | Click Reassign. The Reassign Tasks window opens.
| |
| 3 | Open the Reassign Task(s) To drop down list. | |
| 4 | Select the new collector / collector group to assign the task. | If an Action Series is reassigned to a different practice and an action in the series is not associated to the new practice, an affiliation is created. |
| 5 | Click OK to save the reassignment. | To cancel without saving, click Cancel. |
Related Training/Support Documentation
Not applicable for this topic