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.