A/R Collector Assignments

PATH:
A/R
>
ROLE PRIVILEGES NEEDED: <udl-white>View Collector Assignments<udl-white> | <udl-white>Add Collector Assignments<udl-white> | <udl-white>Edit Collector Assignments<udl-white> | <udl-white>Delete Collector Assignments<udl-white>

ASSIGN COLLECTOR | EDIT COLLECTOR ASSIGNMENT | DELETE COLLECTOR ASSIGNMENTQUIZ

An option that allows Agencies to assign individuals as collectors to receivables available in the A/R module. The features of this option include the ability to assign an Associate to all Payer Categories, assign an Associate to an individual payer category or assign an Associate to a specific payer and/or a specific Patient encounter.

To access this option, select Collector Assignments from the A/R drop down menu.

ASSIGN COLLECTOR <returntomenu>menu ↑<returntomenu>

To assign a collector, select the <udl-orange>Assign Collector<udl-orange> link. Select this link to assign an Associate as a collector to payer categories, individual payers, individual patient encounters.

A pop-up screen displays. Select the drop down to the right of Agency to <btn>    Select Agency    <btn>

Choose your agency(ies) from the drop down.

Click on the drop down to the right of "Level" to <btn>    Select Level   <btn> which includes:

Choose your "payer".

If you choose "Payer", you will get another drop down to choose the specific payer.  If you choose "Single Payer Category" you will get a drop down to choose the specific Payer Category. Click <btnw>   Continue   <btnw>

Click on the drop down to the right of "Assign To" to <btn>   Select Associate   <btn>

Choose your associate.

Click on the drop down to the right of "Payer Category" to <btn>    Select Payer Category  <btn> if you chose <btn>   Single Payer Category   <btn>OR

Click on the drop down to the right of Payer to <btn>   Select Payer   <btn> if you chose <btn>   Payer   <btn> as your Level.

Choose the "Payer Category" if you chose "Level" of <btn>   Single Payer Category   <btn> OR

Choose the "Payer" if you chose "Level" of "Payer"

Choose <btnw>   Save/Add More   <btnw> if you want to add more Collector Assignments OR <btnw>   Save/Close   <btnw> if you have finished adding Collector Assignments. You can also <btnw>   Cancel   <btnw> if you are not happy with your changes

EDIT COLLECTOR ASSIGNMENT <returntomenu>menu ↑<returntomenu>

To edit a Collector Assignment, click on the Edit <icon-editpencil>xxx<icon-editpencil> pencil.

Make the necessary changes and click <btnw>   Save/Add More   <btnw> to add more or <btnw>   Save/Close   <btnw> when you are finished.

DELETE COLLECTOR ASSIGNMENT <returntomenu>menu ↑<returntomenu>

Click on the Trash Can <icon-trashcan>xxx<icon-trashcan> icon to delete the Collector Assignment</icon-trashcan></icon-trashcan>

You will be asked if you are sure you want to delete.  Click "OK" to confirm.

Interactive Tutorial