Collections tracking-gallery

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Add Notes - Add free-form notes to the account record to record collection events such as calls, voice messages, correspondence.

Transcript of Collections tracking-gallery

Page 1: Collections tracking-gallery

Add Notes - Add free-form notes to the account record to record collection events such as calls, voice messages, correspondence.

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View Notes - Notes are a history of billing and collection activity. They are posted by the system, posted as activities, or entered by the collector.

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Post Activity - Activities are short-cuts that record collection activity. A note is posted and optionally, a letter is created.

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Letters - Letters are automatically filled out with patient and account information. There are several letters included with the software.

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Letters - Letters are automatically filled out with patient and account information. There are several letters included with the software.

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Statements - Statements can be generated every thirty days. You can customize the statement notes.

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Statements - Statements are designed to fit standard tear-off statement paper and envelopes with windows.