Building Credit WQs

Question 1

How many credit WQ Profile can you create per service area?

Answer 1

ONE.

Question 2

What is a credit record?

Answer 2

A temporary record created by the system whenever a credit is created by a payment that was posted.

Question 3

When is a credit record automatically created?

Answer 3

When there is $ left undistributed or creates a credit balance on a charge, recoupment

Question 4

IN SBO, where do self-pay undistributed payments create credits? In PB or HB?

Answer 4

PB

Question 5

A credit record can be in how many credit WQ at a time?

Answer 5

ONE.

Question 6

A credit WQ can create automatic activities (as opposed to manual) what should you name the WQ?

Answer 6

SYSTEM in the front of the title

Question 7

If a credit record qualifies for a line, the activity is performed on the credit record. Will it go to the next line?

Answer 7

Yes if it qualifies but it won’t do the same line again.

Question 8

Who works system WQs?

Answer 8

automatic activities

Question 9

When creating a system credit WQ, what does the route transferred checkbox do if checked?

Answer 9

Allows transferred in credit records to leave the WQ when a reroute activity is performed.

Question 10

If “Activities that reset last worked date” field is left blank, which credit WQ activities reset the last worked date?

Answer 10

All activities