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Complete this task to transfer a service fee line to guarantor collections. The service fee line must be in guarantor responsibility and have an outstanding balance.

Step-By-Step Guide

Step

Instructions

Additional Information

1

From the Act: [ID] > Active AR tab of the guarantor account, select the service fee line to transfer to guarantor collections.

2

Click Int. The Internal Collections Transfer window opens.

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3

Open the Action Type drop down list and select the first action to take place on the account.

Note
If the collection letter associated with the selected Action Type includes the {{Custom_Message}} data field (Manage > Collection Letters > Add/Update > Letter text pane > {{Custom_Message}}), the Custom Letter Message field is available for input. The entered message will appear in the letter where the {{Custom_Message}} data field is in the Letter text pane.

4

Enter the reason the account is being transferred to internal collections in the Note field.

Note
The note entered here, when viewed on the Notes tab will have the Date of Service prepended to it, written as: DOS YYYY-YY-DD..

5

Verify the Next Action Type is the action to take on the account.

(Optional) Open the Next Action Type field and update the action to be performed after the created action.

Note

The Next Action Type field defaults to a value based on the subsequent action which was configured for the selected action type. The defaulted value can be changed if needed.

The action types and next actions are defined via the Practice > Guarantor Collections tab. Create collection actions as needed.

6

Verify the defaulted Next Action Date selection is the date the next action should occur.

(Optional) Open the Next Action Date field and select a new date if needed.

Note

The Next Action Date field defaults to a value based on the date configured for the subsequent action of the selected action type. The defaulted value can be changed if needed.

The next actions and timing are defined via the Practice > Guarantor Collections tab.

7

(Optional) Open the Assign Task To drop down list and select the user responsible for the task.

8

Click OK to transfer the service fee line to guarantor collections.

9

Navigate to Manage > Collections to verify the transfer.

The Collections tasks appear on the Guarantor tab.

10

Verify the account appears in the list under the Guarantor Claim Information and Collections Information sections.

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