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

  1. A/R
  2. A/R Collector Assignments

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.

  1. A pop-up screen displays. Select the drop down to the right of Agency to <btn>    Select Agency    <btn> to choose your agency(ies)
  2. Click on the drop down to the right of "Level" to <btn>    Select Level   <btn>. This includes: All Payer Categories, Single Payer Category, Payer, Patient Encounter, and Team.
  3. Click on the drop down to the right of "Assign To" to <btn>   Select Associate   <btn>
  4. Click on the drop down to the right of "Payer Category" to <btn>    Select Payer Category  <btn>
  5. Choose <btnw>   Save/Add More   <btnw> if you want to add more Collector Assignments OR 
  6. <btnw>   Save/Close   <btnw> if you have finished adding Collector Assignments.
  7. 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