Overview
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(Click an image below to enlarge.)
Guarantor Tab
Guarantor Tab / General Sub-tab
Guarantor Tab / Patient List Sub-tab
Guarantor Tab / Account Notes Sub-tab
Guarantor Tab / Collection Actions Sub-tab
Field Definitions
Field | Type | Required | Description | ||||||||
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Filter Within Search ResultsFilters | Filter | No | Filtering options used to specify which collection tasks are listed by guarantor account. When you first open the Collections page, the Guarantor Search Criteria window displays. When the search is completed, a set of guarantor accounts that matched the search criteria are listed. Filter the search results to find a particular guarantor account. Allows the list of collection information to be filtered by Guarantor, Account, and Collector. As you type, the collection information in the list is filtered to show only the data that matches what was typed. To restore the list to all collection information, clear the contents of the filters. | ||||||||
Count | Read-only (system count) | Yes | Provides the number of items included in the collection tasks list. | ||||||||
Guarantor Claim Information Section | The Guarantor Claim Information and Collections Information section provide a list of active collection tasks for each guarantor account in the account set. Use this area as a work queue for managing collection tasks. Once the guarantor account balance goes to zero, the collection task is no longer listed. | ||||||||||
Practice | Display Only (pulled from Practices) | Yes | The practice associated with the collection task. | ||||||||
Practice | Display Only (pulled from Collections Admin) | Yes | The practice associated with the collection task. | ||||||||
Account | Display Only (Pulled from created/updated Accounts/Persons) | Yes | The account number of the guarantor account. | ||||||||
Guarantor | Display Only (Pulled from created/updated Accounts/Persons | Guarantor | Display Only(pulled from Practices) | Yes | The name of the person or organization. For a person, this column contains the last, suffix, first, and middle name of the guarantor, for example, Jones Sr., Roger Allen. For an organization, this column contains the company name. By default, the table is sorted alphabetically by this column. | ||||||
Day Phone | Display Only | Acct (Account) | Display Only (pulled from PracticesPulled from created/updated Accounts/Persons) | Yes | The account number of the guarantor account. | Address | Display OnlyYes | The street address of the person or organization. | |||
City | Display Only (pulled from Practices) | Yes | The city where the person or organization resides. After the ZIP Code is entered in the Search Criteria window, the city and state within that postal code populates. | ||||||||
10-digit telephone number (Day) of the guarantor. | |||||||||||
Evening Phone | Display Only (Pulled from created/updated Accounts/Persons) | Yes | The 10-digit telephone number (Evening) of the guarantor. | ||||||||
Balance | St. (State) | Display OnlyYes | The state abbreviation of the state where the person or organization resides. | Zip (ZIP Code) | Display Only (pulled from PracticesAR) | Yes | The five-digit plus the 4-digit code of the mailing address of the person or organization.current balance on the guarantor account. | ||||
Last ActionPhone | Display Only (pulled from Practicesdefined Collection Actions) | Yes | The 10-digit telephone number of the person or organization. | Collections Information Section | The historical view (past and future) of actions that a collector has recently performed as the last action or will perform as the next action action defined as Action Type in the collection action and corresponds to the last action taken in the collection effort for the guarantor account. | Balance | Display OnlyYes | The current balance on the guarantor account, for example, phone call, follow-up phone call, or demand letter. | |||
Last Action Date | Display Only (pulled from defined Collection Actions) | Yes | The date defined as the Next Action Date in the collection action and corresponds to the last date that action was taken in the collection effort. | ||||||||
Last Next Action | Display Only (pulled from defined Collection Actions) | Yes | The action defined as the Next Action Type in the collection action and corresponds to the last next action to be taken in the collection effort, for example, phone call, follow-up phone call, or demand letter. | ||||||||
Next Action Date | Display Only (pulled from defined Collection Actions) | Yes | The date the next action is scheduled to occur based on the practice configuration. This date is automatically filled in based on the selection for the Next Action Type. You can accept the default date or override the date by typing or selecting another date. The year is automatically populated with the current year.Next Action | ||||||||
Collector | Display Only (pulled from defined Collection Actionsthe Guarantor Collections assignment rules) | Yes | The action defined as the Next Action Type in the collection action and corresponds to the next action to be taken in the collection effortname of the collector to whom the task is currently assigned. | ||||||||
Collector Group | Display Only (pulled from the Practice's Guarantor Collections assignment rules) | Yes | The name of the collector group to whom which the task is currently assigned.. | ||||||||
Address | Display Only (Pulled from created/updated Accounts/Persons) | Yes | The street address of the person or organization. | ||||||||
City | Display Only (Pulled from created/updated Accounts/Persons) | Yes | The city where the person or organization resides. After the ZIP Code is entered in the Search Criteria window, the city and state within that postal code populates. | ||||||||
St (State) | Display Only (Pulled from created/updated Accounts/Persons) | Yes | The state abbreviation of the state where the person or organization resides. | ||||||||
Zip (ZIP Code) | Display Only (Pulled from created/updated Accounts/Persons) | Yes | The five-digit plus the 4-digit code of the mailing address of the person or organization. | ||||||||
General Sub-tab | The information displayed in this sub-tab is for the selected line item at the top of the page. If multiple lines are selected, the sub-tab is blank. | ||||||||||
AgingAging Balances Section | Display Only (pulled from AR) | Yes | The section This area has column headings that represent the aging intervals on the account. The past due amounts appear in the appropriate column based on the age of the uncollected past due balance.
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Guarantor | Display Only (Pulled from created/updated Accounts/Persons) | Yes | The name of the guarantor.
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Address | Display Only (Pulled from created/updated Accounts/Persons) | Yes | The street address of the guarantor. | ||||||||
City/State | Display Only (Pulled from created/updated Accounts/Persons) | Yes | The city, state, and zip code of the guarantor. | ||||||||
Day Phone | Display Only (Pulled from created/updated Accounts/Persons) | Yes | The 10-digit telephone number (Day) of the guarantor. | ||||||||
Evening Phone | Display Only (Pulled from created/updated Accounts/Persons) | Yes | The 10-digit telephone number (Evening) of the guarantor. | ||||||||
Date of Birth | Display Only (Pulled from created/updated Accounts/Persons) | No | The date of birth of the guarantor of the account. | ||||||||
Account | Display Only (Pulled from created/updated Accounts/Persons) | Yes | The account number of the guarantor account.
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Account Status | Drop Down | No | The values in the drop down list assist in grouping and searching for accounts. | ||||||||
Returned Mail | Checkbox | No | Sets the flag to indicate mail has been returned on the account and follow-up is needed. | ||||||||
Last Payment Date | Display Only (Pulled from created/updated Accounts/Active AR) | No | Date of the last patient or guarantor payment received on the account. | ||||||||
Last Payment Amount | Display Only (Pulled from created/updated Accounts/Active AR) | No | The amount of the last patient or guarantor payment. | ||||||||
Statement Processing | Drop Down | Yes | The option controls whether statements are generated on the account. By default, the option is set to Send. Options include:
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Next System Statement Date | Read-only | No | The system will generate a statement for the account on the Next System Statement date. If you wish to generate the next statement on a date prior to or after the Next System Statement date, select or enter a date in the Override field. | ||||||||
Override | Checkbox / Calendar Date | No | If you wish to generate the next statement on a date prior to or after the Next System Statement date, select the checkbox and enter a date in the Override field. | ||||||||
Patient List Sub-tab | The information displayed in this sub-tab is for the selected line item at the top of the page. If multiple lines are selected, the sub-tab is blank. | ||||||||||
Patient | Display Only (pulled from Case) | Yes | The name of the patient.
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Date of Birth | Display Only (pulled from Person Information) | Yes | The date of birth of the patient. | ||||||||
Age | Display Only (pulled from Person Information) | Yes | The age of the patient. | ||||||||
Alert | Display Only (pulled from Person Information) | No | The alert text that was entered for the patient on the Person Information tab. This alert text appears in a Message pop-up window whenever the patient or guarantor linked to the patient is selected. For example: Change of address needed. | ||||||||
Account Notes Sub-tab | The information displayed in this sub-tab is for the selected line item at the top of the page. If multiple lines are selected, the sub-tab is blank. | ||||||||||
Created | Read-only (system-generated) | Yes | The date and time the note was saved. | ||||||||
Case | Read-only | No | The Case ID for a case with notes entered on the Notes tab. Click the hyperlink to open the applicable Case: [ID] page. | ||||||||
Note | Display Only (pulled from created Notes) | Yes | The text of the note. | ||||||||
Type | Display Only (pulled from created Notes) | Yes | The Note Type assigned during creation of the note. Options include:
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Created By | Read-only | Yes | The person who created the note. | ||||||||
Collection Actions Sub-tab | This | section sub-tab is used to review the actions that have occurred on the selected collection task. Collection actions can be created as needed. The information displayed in this sub-tab is for the selected line item at the top of the page. If multiple lines are selected, the sub-tab is blank. | |||||||||
Action Date | Read-only (system generated when the action is created) | Yes | The date and time the action was initiated. The action date is displayed in the following format: mm/dd/yyyy. | ||||||||
Note | Display Only (pulled from created Action/Action Series | Action | Read-only (system generated, when applicable, to designate the assignment method for the action) | No | The description text of the action. This description can be system-generated or entered by a user. Samples include:
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Initiated By | Read-only (system generated when the action is created) | Yes | The name of the person who initiated the action. For a system-generated action, this value is System. For an action entered by a person, the value is displayed in the following format: last name suffix, first name, and middle name, for example, Smith Jr., John Adam. | ||||||||
Action Type | Display Only (pulled from the created actioncreated Action/Action Series) | No | The pre-defined collection action, performed by a collector. The Action Type is defined in the practice configuration and determines the series of events that will occur in an action.
description of the action. This description can be system-generated or entered by a user. Samples include:
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Next ActionNext Action Type | Display Only (pulled from the action types created for the practicecreated Action/Action Series) | No | The pre-defined action the collector will perform next in the series of actions. The The Action Type is is defined in the practice configuration and determines the series of events that will occur in the collection effort. | ||||||||
Next Action Date | Display Only (pulled from the action types created for the practicecreated Action/Action Series) | No | The date the next action is scheduled to occur based on the practice configuration. This date is automatically filled in based on the selection for the Next Action Type. You can accept the default date or override the date by typing or selecting another date. The year is automatically populated with the current year. | ||||||||
Letter | Display Only (pulled from created Action/Action Series Read-only (system generated when the letter is generated) | No | The identification number assigned to the collection letter when it is generated.
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Letter Layout | Display Only (pulled from the action types created for the practice) | No | The collection letter layout that is linked to the action. This layout determines the content of the collection letter.
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Printed At | Read-only (system generated when the letter is generated) | No | The time and date that the letter was initially printed.
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Button Descriptions
Button | Shortcut Keys | Description | Step-By-Step Guides | ||
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Guarantor Tab | |||||
Search | [Alt] + [S] | To search and locate guarantor accounts in collection. |
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Account | [Alt] + [A] | To review and manage a guarantor account. |
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Reassign | [Alt] + [R] | To reassign collection tasks from one collector to another for either guarantor or insurance collections. | Reassigning Collection Tasks | ||
[Alt] + [P] | To generate the Guarantor Collection Tasks report, which contains the contents of the collections tasks that are currently listed on the Guarantor tab, excluding collection actions. |
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Ext. TransferExt. Transfer | [Alt] + [FX] | To transfer service fee lines of a guarantor account in guarantor collections from active AR to external collections. | Transferring to External Collections | ||
MessaMessage | [Alt] + [GM] | To create a message or task for another Connect user related to the guarantor collections on the practice. |
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CreateCreate | [Alt] + [TC] | To create a collection action for guarantor and insurance collection tasks. | Creating Collection ActionsPrint | ||
LetterPrint Letter | [Alt] + [LI] | To print a collection letter from the Collection Actions section. | Printing Collection Letters on Demand | ||
General Sub-tab | |||||
Demand Statement | Not applicable | To generate a statement before the regularly scheduled statement cycle. | Generating Demand Statement | ||
Patient List Sub-tab | |||||
Update | [Alt] + [P] | To update the person record. |
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Account Notes Sub-tab | |||||
Search | [Alt] + [E] | To find a note. |
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Create | [Alt] + [T] | To add a note to the account. | Creating Account Notes |