Step | Instructions | |
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1 | From the Collections Admin / Actions & Action Series tab, click Create (or press Alt + C). The Action & Action Series: New page opens:
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2 | Open the Action Type drop down list and select Series. | Note |
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To create an Action, select Action from this drop down list. See Creating Actions for additional details. |
Note |
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The Collection Letter field is inactive if Series is selected. Collection Letters can only be tied to specific actions. You'll add letter actions to the series in a later step (below) in the process. |
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3 | Open the Collection Type drop down list and select the type of collections action series being created: Guarantor or Insurance. | |
4 | Enter a unique name for the Action Series in the Action Name field. | |
5 | (Optional) Select the Inactive checkbox to mark the action series as inactive. | Info |
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Inactive Actions/Action Series are still included in the Connect system, but will not be available for action creation until returned to Active status. |
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6 | Select the practice(s) that should be allowed to use the Action Series. Once a Collection Type and Practice(s) are selected, the Action Series panel is enabled to create actions to be included in the series. Image RemovedImage Added | Note |
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The Action Series will only be available for collections activities for the selected practices. Click Select All to associate all practices with the action. As a result, the action will be accessible and can be used by any practice. |
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7 | To begin adding an action to your action series, click Add. The Add Series Action window opens.
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8 | Open the Action drop down list and select the action. | Info |
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Only actions that were created and associated to the practice are displayed in the drop down list. |
Note |
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If the action has a name in () at the end of it, the information in the () is the collection letter attached to the action. Selecting an item with a collection letter will auto-populate the Letter field with the Collection Letter Name. |
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9 | Enter the number of Days until the action following this one should be performed. | |
10 | Click Save. | Note |
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Use the Save & Add Next button to add additional actions to the series. |
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11 | Repeat the above steps to add all relevant Actions to the Action Series. | Note |
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An Action Series must include two actions, at minimum. |
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12 | Open the Final Action and select the final action of the series. | Info |
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- If the series being created is of Guarantor Collection Type, the Final Action options will include: Custom and External Collections.
- If you select Custom, the Custom Action drop down is enabled for you to select the final action of the series.
- If you select External Collections, the account will be dropped into pending collections.
- If the series being created is of Insurance Collection Type, the Final Action option will only include: Custom.
- Upon selecting Custom, the Custom Action drop down is enabled for you to select the final action of the series.
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13 | Click Apply. | |
14 | Click Save to save and close the page. | |