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 Notes tab allows you to preview and enter additional information on an account or case.
Use the Notes tab to review and record correspondence or other communication with payers or guarantors on an account or case. Notes can also be used to enter informational messages for other users as references to any actions taken or any follow-up that is needed.
Some notes are system-generated based on a user action. For example, financial reassignments are recorded from the action taken on the account's Active AR tab using the Roll To button. The information entered in the Notes section of the Responsible for Balance section is recorded on the Notes tab.
Notes cannot be edited or deleted.
Notes can be copied to a clipboard by placing your cursor in the Note field and pressing CTRL + C.
If notes have been recorded on a case or account, the case's Notes tab and the account's Notes tab have a red label.
Field Definitions
Field | Type | Required | Description |
|---|---|---|---|
Filters Section | Filter | No | Allows the list of claims to be filtered by Type. The dropdown list can be used to limit the account notes displayed by type: Account, Case, Collection, Payment, Refund. |
| Created | Read-only (system-generated) | Yes | The date and time the note was saved. |
| Case | Read-only | No | This note was entered on the Notes tab of the indicated case, or designated as a Case note with a Case ID associated with it. Click the hyperlink to open the applicable Case: [ID] page. |
| Note | Display Only (pulled from created Notes) | Yes | The text of the note. |
| Type | Display Only (pulled from created Notes) | Yes | The Note Type assigned during creation of the note. Options include:
|
| Created By | Read-only | Yes | The person who created the note. |
Button Descriptions
Button | Shortcut Keys | Description | Step-By-Step Guides |
|---|---|---|---|
| Search | [Alt] + [E] | To find a note. |
|
| Create | [Alt] + [T] | To add a note to the account. | Creating Account Notes |
| [Alt] + [P] | To print the account notes. |
All notes listed in the tab are printed. |
