Complete this task to record additional information on an account or case.
Step-By-Step Guide
Step | Instructions |
|---|---|
| 1 | From the Act: [ID] > Notes tab, click Create. The Create Note window opens. |
| 2 | Enter the text in the Note field. |
| 3 | Click OK. The note is saved with the date and time it was created and the person who created it. |
Act: [ID] / External Collections Tab
Update Person / Person Information Tab
Update Person / Address History Tab
Update Person / Appointment History Tab
Applying Service Line Adjustments
Rebilling Claims with Fee Changes
Rebilling Claims without Fee Changes
Reversing Miscellaneous Adjustments
Reassigning Financial Responsibility
Transferring Service Fee Lines to Internal Collections
Transferring Service Fee Lines to External Collections
Canceling Pre-Collections on Service Fee Lines
Suspending TSI Eligibility Status on a Specific Service Fee Line
Holding Statements on Specific Service Fee Lines
Generating the Remit Detail Report
Printing the Account AR Activity
Not applicable for this topic