Complete this task to flag the address on a guarantor account as returned mail and move address corrections with errors (missing data) to the Errors section on the History tab. Use the Pending tab on the Address Corrections page to complete this task.
If the address correction includes the returned mail flag, the address correction must be acknowledged or the account marked before it can be posted to the History tab with the Returned Mail column marked. The guarantor account is then marked as returned mail.
The account number and guarantor name are hyperlinks to the Active AR tab of the guarantor account to view the account information, click either hyperlink.
If the Automatically roll accounts flagged as returned mail to external collections option is checked on the Practice [Name] > External Collection Agenciestab, any guarantor balance in guarantor responsibility and not currently in external collections will be rolled to the Pending tab of External Collections, if the account is flagged for returned mail. The outstanding balance does not have to meet requirements for either internal or external collections for this function; however, External Collections must be configured for the practice.
Step-By-Step Guide
Step
Instructions
Additional Information
1
From the Address Corrections > Pending tab > Errors section, select the address correction to be flagged.
2
Click Flag Address.
The specified address corrections are moved from the Pendingtab to the Errors section on the Historytab.
The address correction is listed in the Corrections section with a Denied status.
The Returned Mail checkbox on the General tab of the account is selected, indicating that follow-up needs to be done to obtain a new address.