The Collections Admin page provides a consolidated location to create and manage all collections-related items.
From the page, you can define:
- Actions and Action Series
- Collector Groups
- Guarantor Collections Assignment Rules (at enterprise-level and practice-level)
- Insurance Collections Assignment Rules (at enterprise-level and practice-level)
- Denial Groups
- Denial Group Assignment Rules
- Pre-Collections Task Creation Rules
- External Collection Assignment Rules
Rules and groups created here can be used throughout Connect Back Office to manage and execute collections activities.
Collections Admin Subtopics
Field Definitions
Step-By-Step Guides
Updating Actions / Action Series
Creating Denial Assignment Rules
Updating Denial Assignment Rules