Overview

The Act: [ID] page provides details on the account selected from the Accounts page. Use the Act: [ID] page to review the outstanding balance summary, transaction activity, and collection activity on a guarantor account. 

It is comprised of 6 tabs:

The General tab provides a summary of the outstanding balance on the account, including the current responsible party on the account.

How to Get Here?

From the Home Page:From the Menus:Via Shortcut Keys:
  1. Click Accounts from the Manage list.
  2. Search for an account.
  3. Double-click an account to open the Act: [ID] page.
  4. Click the General tab.
  1. Open the Manage menu and select Accounts.
  2. Search for an account.
  3. Double-click an account to open the Act: [ID] page.
  4. Click the General tab.
  1. Press [Alt] + [M] + [A].
  2. Search for an account.
  3. Double-click an account to open the Act: [ID] page.
  4. Click the General tab.

 



Field Definitions

Field

Type

Required

Description

General Information Section

The section includes the account number, guarantor name, current address, and the day/evening telephone number of the primary contact on the account.
Account

Display Only

(Pulled from created/updated Accounts/Persons)

YesThe guarantor account number.
Guarantor

Display Only

(Pulled from created/updated Accounts/Persons)

Yes

The name of the guarantor.

DOB

Display Only

(Pulled from created/updated Accounts/Persons)

NoThe date of birth of the guarantor of the account.
Address

Display Only

(Pulled from created/updated Accounts/Persons)

YesThe 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.

Phone (D/E)

Display Only

(Pulled from created/updated Accounts/Persons)

NoThe 10-digit telephone numbers (Day/Evening) of the primary contact on the account.
Returned MailCheckboxNoSets the flag to indicate mail has been returned on the account and follow-up is needed.
Electronic Communication Opt OutCheckboxNoIf checked, it designates the client has opted to not receive text/electronic communications. This checkbox sets the preference at the account level, but it can also be set at the facility level.
StatusDrop DownNoThe values in the drop down list assist in grouping and searching for accounts. Each practice must create and associate their own Account Status values on the Admin > Account Status page.
Collection Holds Section

The section includes options for holding pre-collections and collections actions on the account.

Suspend Pre-CollectionsCheckboxNoIf selected, disallows any service fee line from qualifying for Pre-Collections, even if the account meets pre-collections selection criteria.
Suspend Guarantor CollectionsCheckboxNoIf selected, disallows any service fee line from qualifying for Guarantor Collections, even if the account meets guarantor collections selection criteria.
Suspend Insurance CollectionsCheckboxNoIf selected, disallows any service fee line from qualifying for Insurance Collections.
Outstanding Balance Information Section

The section reports the outstanding balance for each responsible party according to the aging intervals defined for the practice, for example, 30, 60, and 90 days, as shown in the following example:

  • As the account ages, the outstanding balance is listed under the appropriate aging interval, providing cumulative totals for each aging interval and the outstanding balance total for each responsible party.
  • The guarantor and account number are displayed along with all other responsible parties. All responsible parties will be listed, regardless of whether the party is responsible for an outstanding balance.
Statements Section

The section contains processing options for financial statements, control for generating a statement, and the list of statements that have been generated on the account. If the account has a payment plan, the minimum amount due will be included on the statement at its normal frequency unless the statement is suspended.
ProcessingRadio SelectionYes

The option controls whether statements are generated on the account. By default, the option is set to Send. Options include:

  • Send - Statement processing is set to generate statements during normal conditions and at the regular scheduled cycle.
  • Hold - Statement processing is suspended until further action taken to resume statement processing.
Last Insurance PaymentRead-onlyYesDisplays the last insurance payment date.
Last Guarantor PaymentRead-onlyYesDisplays the last guarantor payment date.
Next System Statement / OverrideRead-only / Calendar DateYes / NoThe 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.
Generated Statements Table

Display Only

(pulled from generated statements data)

Yes

Generated statements are listed in a table with the following column headings:

  • Batch - The unique identification number assigned to the statement batch when it was created.
  • ID - The unique identification number assigned to the statement when it was created.
  • Created - The date and time the statement batch was created.
  • Status - Indicates whether the statement has been printed. The status is either Printed or Unprinted.
  • Type - Indicates whether the statement was generated in a statement batch or on demand. The type is either Demand or Batch.

Button Descriptions

Button

Shortcut Keys

Description

Step-By-Step Guides

Update[Alt] + [U]

To open the Update Person window to modify the person records with name, address, and contact information changes.

  1. Click Update. The Update Person / Person Information tab opens.
  2. Update the necessary information.
  3. Click Save.
Merge[Alt] + [E]

To open the Merge Account [ID] window to modify the person record with name, address, and contact information changes.

This button is only enabled for users given the Account - Merge right on the Roles page. 

Merging Guarantor Accounts

View Attachment[Alt] + [V]Open the Image Viewer page to display or add an attachment.
  1. Click View Attachment. The Image Viewer page opens.

If the account has any attachments, open the Set ID drop down list and select the attachment to view. If no attachments currently exist, a new attachment can be added to the account record by scanning or importing the image and attaching it.

Demand Statement[Alt] + [D]To generate a statement before the regularly scheduled statement cycle.Generating Demand Statement
View[Alt] + [V]To view a particular statement.
  1. Select the statement.
  2. Click View. The View Statement window opens.


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