Following Up With Guarantor On Unpaid Balance, Ch. 16

Question 1

Account status:

Answer 1

1) can display in front desk workflows

2) allows for statements, suppression

3) Can route Accounts to Wq’s

Question 2

Sending transactions to a collection agency

Answer 2

1) account in pre-collect WQ for final review

2) account in WQ after X days; balance written off too bad debt, account status, added collections, transactions are automatically included in the file to the collection agency

Question 3

Chapter 16 review: where can you find the guarantor’s address phone number from the summary tab?

Answer 3

Guarantors demographics

Question 4

Chapter 16 review: after you work an account and market complete when is that account released from the workqueue?

Answer 4

Overnight

Question 5

How do account statuses help in Workflows?

Answer 5

1) prevents statements from being processed for specific guarantors.
2) this place to users in payment collection workflows.
3) routes guarantor accounts to specific WQs for follow up

Question 6

Where can a payment plan be created?

Answer 6

1) in mychart by the guarantor.
2) going to the guarantor summary in hyperspace.