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•Auto Assign Accounts: The Auto Assign Accounts feature allows the automatic assignment of accounts that have been updated to the Tickler File and have yet to be assigned. The criteria for this option are set up in the Collection Tables within the Business Office Tables. This feature offers the assignment of unassigned accounts based on Financial Class, Stay Type, Balance or by Alpha split based on the Patient or Guarantor.  

 

NOTE: This function must be performed to actually put the accounts in the assigned collectors’ tickler files.

 

When this option is selected, the system will display the assignment the system will be performing. There is a flag which asks to proceed with the assignment. If “Okay Y/N” is answered with an N, the automatic assignment will be cancelled, and maintenance may be performed on the Collection Tables in the Business Office Tables.

 

•Transfer Accounts: The Transfer Accounts option facilitates the transferring of accounts assigned to a Collector who will not be able to review the accounts. This feature will only recognize Collector IDs that have been set up in the Collector ID table in the Business Office Tables. This feature gives the Business Office Manager a quick and easy way to ensure absent collector’s accounts will be reviewed. It will move all entries from a specified date range from one collector to another.

 

Once the collector has signed on, the following activities may be performed:

 

•Accounts By Date: This Auto Process display allows the signed on collector to access and perform maintenance to the accounts assigned to that collector by date. Upon selecting this option, the system will prompt for a starting date. It will then display the Tickler File Maintenance screens for the account that appears first in that day's index. Once the necessary tasks for the account have been completed, the system will display the next account's Tickler File Maintenance screen. This routine will continue until all accounts for the respective date and collector have been processed or until the application is exited by entering E at the bottom of the screen.

 

•Unassigned Accounts: Selecting this option allows access to the Tickler File Maintenance screen of accounts that have not been assigned to a collector. The Collections Manager, when assigning accounts to collectors, should use this option. It should be used on a regular basis.