Use this task to modify payment exclusion rules and reassignment rules, and assign external collection agencies to a practice.
Step | Instructions | Additional Information | ||
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1 | From the Collections Admin page, click the External Collections tab. | |||
2 | Open the Practice drop down list and select the practice to update. Update the relevant information via the applicable steps below... | |||
3 | To update an external collection agency assignment, select the agency to update. |
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4 | Click Update. The Update External Collection Assignment window opens. |
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5 | Enter the threshold value for selecting service fee lines of guarantor accounts by outstanding balance in the Balance - Greater Than field. | |||
6 | Enter the threshold value for selecting service fee lines of guarantor accounts by age in the Age - Greater Than field. | |||
7 | To automatically post service fee lines pending transfer to external collections, select the Automatically Approve checkbox. | |||
8 | To automatically create the electronic file for the external collection agency, select the Automatically Create File checkbox. | |||
9 | Click Save. | |||
10 | In the Payment Exclusions section, enter the number of days used to rule out a service fee line to which a payment has been applied on guarantor accounts flagged as transfer to external collections in the Payment made with ___ days field. |
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11 | Enter the dollar amount used as a measure for the payment applied to the service fee line in the Payment made dollar minimum field. |
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12 | Enter the percentage value used as a measure for the payment applied to the service fee line in the Payment made percent minimum field. |
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13 | In the External Collection Rules section, select/deselect the Automatically roll accounts flagged as returned mail to external collections checkbox to activate/deactivate this rule for returned mail. | |||
14 | Select/de-select the Automatically reassign external accounts to appropriate agency checkbox to activate/de-activate the automated external collection process. |
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15 | Click Apply. | |||
16 | Click Save. |
Not applicable for this topic |